EWA
DFLV icon

EverSource Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

EverSource Wealth Advisors’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
Q1 		$8.05K Buy
225
+50
+29% +$1.8K ﹤0.01% 3032
2025
Q4 		$5.99K Sell
175
-505
-74% -$16.8K ﹤0.01% 3048
2025
Q3 		$22.4K Sell
680
-20
-3% -$640 ﹤0.01% 2284
2025
Q2 		$21.7K Sell
700
-706
-50% -$20.9K ﹤0.01% 2227
2025
Q1 		$43K Sell
1,406
-2,561
-65% -$79.1K ﹤0.01% 1306
2024
Q4 		$119K Buy
3,967
+2,782
+235% +$87K 0.01% 852
2024
Q3 		$36.5K Hold
1,185
– – ﹤0.01% 1202
2024
Q2 		$35.9K Sell
1,185
-1,360
-53% -$39.6K ﹤0.01% 1251
2024
Q1 		$73K Hold
2,545
– – 0.01% 833
2023
Q4 		$68.8K Buy
+2,545
New +$64K 0.01% 775

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return