JWM
DFLV icon

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

Johnson 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 		$7.15M Buy
180,888
+6,207
+4% +$238K 3.03% 8
2026
Q1 		$6.24M Buy
174,681
+15,196
+10% +$548K 3.01% 9
2025
Q4 		$5.46M Buy
159,485
+20,491
+15% +$683K 2.72% 9
2025
Q3 		$4.57M Buy
+138,994
New +$4.45M 2.52% 10

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

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

Johnson Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.6% in Q2 2026, buying an estimated $238K and bringing the position to 180,888 shares worth $7.15M. The position accounts for 3.03% of the portfolio, ranked #8.

Johnson Wealth Management first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Johnson Wealth Management held 180,888 shares of Dimensional US Large Cap Value ETF worth $7.15M as of Q2 2026.
  • Johnson Wealth Management bought 6,207 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $238K.
  • Dimensional US Large Cap Value ETF made up 3.03% of Johnson Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Johnson Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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