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 Q3	$2.24M	Buy	55,010 +9,900	+22%	+$406K	1.4%	16
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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lauer Wealth's DFLV Position: Q3 2026 in Review

Lauer Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 22% in Q3 2026, buying an estimated $406K and bringing the position to 55,010 shares worth $2.24M. The position accounts for 1.4% of the portfolio, ranked #16.

Lauer Wealth first reported a position in DFLV in Q3 2023 and has held it in 10 quarters since. The position peaked at $7.51M in Q1 2025. 130 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Lauer Wealth held 55,010 shares of Dimensional US Large Cap Value ETF worth $2.24M as of Q3 2026.
Lauer Wealth bought 9,900 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $406K.
Dimensional US Large Cap Value ETF made up 1.4% of Lauer Wealth's portfolio in Q3 2026, its #16 holding.
Lauer Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 10 quarters since.
Lauer Wealth's Dimensional US Large Cap Value ETF position peaked at $7.51M in Q1 2025.
130 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.