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Keyes Stange & Wooten Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Keyes Stange & Wooten 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
Q1 		– Sell
-14,320
Closed -$430K – 69
2024
Q4 		$430K Buy
+14,320
New +$448K 0.25% 43

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's DFLV Position: Q1 2025 in Review

Keyes Stange & Wooten Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2025, closing a stake of 14,320 shares — an estimated $430K sold.

Keyes Stange & Wooten Wealth Management first reported a position in DFLV in Q4 2024 and held it in 1 quarter. The position peaked at $430K in Q4 2024. 272 funds tracked by Wall St. Rank hold DFLV as of Q1 2025.

  • Keyes Stange & Wooten Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 14,320 Dimensional US Large Cap Value ETF shares in Q1 2025, an estimated $430K.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's Dimensional US Large Cap Value ETF position peaked at $430K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2025.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.