FinDec Wealth Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

FinDec Wealth Services’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	$10.9M	Sell	276,532 -8,495	-3%	-$325K	12.92%	3
2026 Q1	$10.2M	Sell	285,027 -59,694	-17%	-$2.15M	12.45%	3
2025 Q4	$11.8M	Sell	344,721 -23,558	-6%	-$785K	12.65%	3
2025 Q3	$12.1M	Sell	368,279 -5,366	-1%	-$172K	12.55%	3
2025 Q2	$11.6M	Sell	373,645 -17,128	-4%	-$507K	12.12%	4
2025 Q1	$11.9M	Buy	390,773 +111,620	+40%	+$3.45M	11.81%	4
2024 Q4	$8.38M	Sell	279,153 -42,764	-13%	-$1.34M	5.82%	5
2024 Q3	$9.9M	Buy	321,917 +4,226	+1%	+$126K	5.76%	4
2024 Q2	$9.18M	Buy	317,691 +4,005	+1%	+$116K	5.8%	4
2024 Q1	$9.41M	Sell	313,686 -7,285	-2%	-$203K	5.91%	4
2023 Q4	$8.68M	Sell	320,971 -159,444	-33%	-$4.01M	5.8%	4
2023 Q3	$11.9M	Buy	480,415 +5,289	+1%	+$136K	8.61%	2
2023 Q2	$12.1M	Buy	475,126 +29,295	+7%	+$719K	8.44%	2
2023 Q1	$11M	Buy	445,831 +15,042	+3%	+$378K	8.28%	2
2022 Q4	$10.6M	Buy	+430,789	New	+$10.6M	8.73%	2

Other funds holding DFLV

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

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 $3.68B AUM 13.84% 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

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

EP Wealth Advisors Torrance, California $26.2B AUM

FinDec Wealth Services's DFLV Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 3% in Q2 2026, selling an estimated $325K and leaving 276,532 shares worth $10.9M. The position accounts for 12.92% of the portfolio, ranked #3.

FinDec Wealth Services first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q3 2025. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

FinDec Wealth Services held 276,532 shares of Dimensional US Large Cap Value ETF worth $10.9M as of Q2 2026.
FinDec Wealth Services sold 8,495 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $325K.
Dimensional US Large Cap Value ETF made up 12.92% of FinDec Wealth Services's portfolio in Q2 2026, its #3 holding.
FinDec Wealth Services first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Dimensional US Large Cap Value ETF position peaked at $12.1M in Q3 2025.
398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.