E
DFLV icon

EntreWealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

EntreWealth’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 		$252K Buy
+6,104
New +$234K 0.09% 126
2025
Q4 		– Sell
-12,227
Closed -$402K – 97
2025
Q3 		$402K Buy
+12,227
New +$391K 0.21% 68

Other funds holding DFLV

SC
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
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 $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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

EntreWealth's DFLV Position: Q2 2026 in Review

EntreWealth opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 6,104 shares worth $252K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings. This is a return to the name: EntreWealth previously reported a position in DFLV as recently as Q3 2025.

EntreWealth first reported a position in DFLV in Q3 2025 and has held it in 2 quarters since. The position peaked at $402K in Q3 2025. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • EntreWealth held 6,104 shares of Dimensional US Large Cap Value ETF worth $252K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new EntreWealth position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.09% of EntreWealth's portfolio in Q2 2026, its #126 holding.
  • EntreWealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • EntreWealth's Dimensional US Large Cap Value ETF position peaked at $402K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.