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 Q2	$56K	Buy	+1,415	New	+$54.2K	0.01%	345

Other funds holding DFLV

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

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

Evermay Wealth Management's DFLV Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 1,415 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

164 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Evermay Wealth Management held 1,415 shares of Dimensional US Large Cap Value ETF worth $56K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Evermay Wealth Management position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #345 holding.
164 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.