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

Lauer Wealth’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	$1.81M	Buy	45,110 +39,360	+685%	+$1.51M	1.08%	20
2026 Q1	$212K	Buy	+5,750	New	+$207K	0.17%	53
2025 Q2	–	Sell	-258,150	Closed	-$7.51M	–	59
2025 Q1	$7.51M	Buy	258,150 +29,700	+13%	+$917K	5.78%	7
2024 Q4	$6.86M	Buy	228,450 +500	+0.2%	+$15.6K	4.59%	8
2024 Q3	$7.08M	Buy	227,950 +3,750	+2%	+$112K	5.46%	8
2024 Q2	$6.58M	Buy	224,200 +1,500	+0.7%	+$43.6K	5.18%	8
2024 Q1	$6.52M	Hold	222,700	–	–	5.67%	7
2023 Q4	$6M	Hold	222,700	–	–	5.55%	8
2023 Q3	$5.51M	Buy	+222,700	New	+$5.71M	5.95%	7

Other funds holding DFLV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

TWM

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lauer Wealth's DFLV Position: Q2 2026 in Review

Lauer Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 685% in Q2 2026, buying an estimated $1.51M and bringing the position to 45,110 shares worth $1.81M. The position accounts for 1.08% of the portfolio, ranked #20.

Lauer Wealth first reported a position in DFLV in Q3 2023 and has held it in 9 quarters since. The position peaked at $7.51M in Q1 2025. 136 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Lauer Wealth held 45,110 shares of Dimensional US Large Cap Value ETF worth $1.81M as of Q2 2026.
Lauer Wealth bought 39,360 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.51M.
Dimensional US Large Cap Value ETF made up 1.08% of Lauer Wealth's portfolio in Q2 2026, its #20 holding.
Lauer Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 9 quarters since.
Lauer Wealth's Dimensional US Large Cap Value ETF position peaked at $7.51M in Q1 2025.
136 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.