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

Fonville 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 		$243K Hold
6,145
– – 0.04% 133
2026
Q1 		$219K Hold
6,145
– – 0.04% 129
2025
Q4 		$210K Hold
6,145
– – 0.04% 124
2025
Q3 		$202K Buy
+6,145
New +$197K 0.05% 127
2024
Q1 		– Sell
-7,450
Closed -$202K – 96
2023
Q4 		$202K Buy
+7,450
New +$187K 0.11% 86

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Fonville Wealth Management held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 6,145 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #133.

Fonville Wealth Management first reported a position in DFLV in Q4 2023 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Fonville Wealth Management held 6,145 shares of Dimensional US Large Cap Value ETF worth $243K as of Q2 2026.
  • Fonville Wealth Management left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Fonville Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.