Evermay Wealth Management
DFLV icon

Evermay Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Evermay Wealth Management’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 		– Sell
-1,415
Closed -$56K – 642
2026
Q2 		$56K Buy
+1,415
New +$54.2K 0.01% 345

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Evermay Wealth Management's DFLV Position: Q3 2026 in Review

Evermay Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2026, closing a stake of 1,415 shares — an estimated $56K sold.

Evermay Wealth Management first reported a position in DFLV in Q2 2026 and held it in 1 quarter. The position peaked at $56K in Q2 2026. 287 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Evermay Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 1,415 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $56K.
  • Evermay Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Evermay Wealth Management's Dimensional US Large Cap Value ETF position peaked at $56K in Q2 2026.
  • 287 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.