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 Q2	$8.13K	Sell	206 -19	-8%	-$728	﹤0.01%	3028
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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

EverSource Wealth Advisors's DFLV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 8.4% in Q2 2026, selling an estimated $728 and leaving 206 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3028.

EverSource Wealth Advisors first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $119K in Q4 2024. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

EverSource Wealth Advisors held 206 shares of Dimensional US Large Cap Value ETF worth $8.13K as of Q2 2026.
EverSource Wealth Advisors sold 19 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $728.
Dimensional US Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3028 holding.
EverSource Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Dimensional US Large Cap Value ETF position peaked at $119K in Q4 2024.
398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.