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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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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 $4.48B AUM 13.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

EntreWealth's DFLV Position: Q4 2025 in Review

EntreWealth sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2025, closing a stake of 12,227 shares — an estimated $402K sold.

EntreWealth first reported a position in DFLV in Q3 2025 and held it in 1 quarter. The position peaked at $402K in Q3 2025. 350 funds tracked by Wall St. Rank hold DFLV as of Q4 2025.

  • EntreWealth reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • EntreWealth sold 12,227 Dimensional US Large Cap Value ETF shares in Q4 2025, an estimated $402K.
  • EntreWealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • EntreWealth's Dimensional US Large Cap Value ETF position peaked at $402K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2025.

Based on EntreWealth's 13F filing for Q4 2025, filed 13 Feb 2026.