EntreWealth
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
Q3 		$245K Hold
6,104
– – 0.09% 135
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

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EntreWealth's DFLV Position: Q3 2026 in Review

EntreWealth held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q3 2026 at 6,104 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #135.

EntreWealth first reported a position in DFLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $402K in Q3 2025. 178 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • EntreWealth held 6,104 shares of Dimensional US Large Cap Value ETF worth $245K as of Q3 2026.
  • EntreWealth left its Dimensional US Large Cap Value ETF share count unchanged in Q3 2026.
  • Dimensional US Large Cap Value ETF made up 0.09% of EntreWealth's portfolio in Q3 2026, its #135 holding.
  • EntreWealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • EntreWealth's Dimensional US Large Cap Value ETF position peaked at $402K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.