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

Forteris 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 		$1.48M Sell
37,428
-2,421
-6% -$92.7K 1.21% 28
2026
Q1 		$1.42M Buy
39,849
+4,271
+12% +$154K 1.36% 26
2025
Q4 		$1.22M Buy
+35,578
New +$1.19M 1.2% 25

Other funds holding DFLV

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

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

Forteris Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 6.1% in Q2 2026, selling an estimated $92.7K and leaving 37,428 shares worth $1.48M. The position accounts for 1.21% of the portfolio, ranked #28.

Forteris Wealth Management first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Forteris Wealth Management held 37,428 shares of Dimensional US Large Cap Value ETF worth $1.48M as of Q2 2026.
  • Forteris Wealth Management sold 2,421 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $92.7K.
  • Dimensional US Large Cap Value ETF made up 1.21% of Forteris Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Forteris Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.