DWS
DFLV icon

Discipline Wealth Solutions’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Discipline Wealth Solutions’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,856
Closed -$245K – 200
2026
Q1 		$245K Buy
+6,856
New +$247K 0.03% 174

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RFP
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VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Discipline Wealth Solutions's DFLV Position: Q2 2026 in Review

Discipline Wealth Solutions sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 6,856 shares — an estimated $245K sold.

Discipline Wealth Solutions first reported a position in DFLV in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Discipline Wealth Solutions reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 6,856 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $245K.
  • Discipline Wealth Solutions first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Discipline Wealth Solutions's Dimensional US Large Cap Value ETF position peaked at $245K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.