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

Fortress 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
2025
Q3 		$852K Sell
25,908
-182
-0.7% -$5.82K 0.38% 44
2025
Q2 		$809K Buy
26,090
+18,606
+249% +$551K 0.39% 46
2025
Q1 		$229K Buy
+7,484
New +$231K 0.12% 65

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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Fortress Wealth Management's DFLV Position: Q3 2025 in Review

Fortress Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.7% in Q3 2025, selling an estimated $5.82K and leaving 25,908 shares worth $852K. The position accounts for 0.38% of the portfolio, ranked #44.

Fortress Wealth Management first reported a position in DFLV in Q1 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • Fortress Wealth Management held 25,908 shares of Dimensional US Large Cap Value ETF worth $852K as of Q3 2025.
  • Fortress Wealth Management sold 182 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $5.82K.
  • Dimensional US Large Cap Value ETF made up 0.38% of Fortress Wealth Management's portfolio in Q3 2025, its #44 holding.
  • Fortress Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.