Drucker Wealth 3.0’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Drucker Wealth 3.0’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	$1.94M	Sell	49,007 -8,081	-14%	-$309K	0.31%	67
2026 Q1	$2.04M	Sell	57,088 -4,018	-7%	-$145K	0.36%	65
2025 Q4	$2.09M	Buy	61,106 +1,968	+3%	+$65.6K	0.37%	57
2025 Q3	$1.95M	Buy	59,138 +4,805	+9%	+$154K	0.35%	62
2025 Q2	$1.71M	Buy	54,333 +34,271	+171%	+$1.01M	0.33%	67
2025 Q1	$613K	Buy	+20,062	New	+$620K	0.14%	99

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Drucker Wealth 3.0's DFLV Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 14% in Q2 2026, selling an estimated $309K and leaving 49,007 shares worth $1.94M. The position accounts for 0.31% of the portfolio, ranked #67.

Drucker Wealth 3.0 first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.09M in Q4 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Drucker Wealth 3.0 held 49,007 shares of Dimensional US Large Cap Value ETF worth $1.94M as of Q2 2026.
Drucker Wealth 3.0 sold 8,081 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $309K.
Dimensional US Large Cap Value ETF made up 0.31% of Drucker Wealth 3.0's portfolio in Q2 2026, its #67 holding.
Drucker Wealth 3.0 first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Drucker Wealth 3.0's Dimensional US Large Cap Value ETF position peaked at $2.09M in Q4 2025.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.