LWM
DFLV icon

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

Liberty 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 		$13.7M Hold
382,353
– – 1.71% 19
2026
Q1 		$13.7M Sell
382,353
-4,457
-1% -$161K 1.71% 19
2025
Q4 		$13.2M Sell
386,810
-10,074
-3% -$336K 1.71% 19
2025
Q3 		$13.1M Sell
396,884
-1,035
-0.3% -$33.1K 1.84% 16
2025
Q2 		$12.3M Sell
397,919
-7,506
-2% -$222K 1.94% 16
2025
Q1 		$12.4M Sell
405,425
-6,125
-1% -$189K 2.37% 13
2024
Q4 		$12.4M Sell
411,550
-1,125
-0.3% -$35.2K 2.06% 14
2024
Q3 		$12.7M Sell
412,675
-283,874
-41% -$8.46M 2.16% 13
2024
Q2 		$11.5M Buy
696,549
+307,868
+79% +$8.95M 2.11% 13
2024
Q1 		$11.7M Sell
388,681
-7,205
-2% -$201K 2.28% 11
2023
Q4 		$10.7M Sell
395,886
-2,649
-0.7% -$66.7K 2.3% 11
2023
Q3 		$9.89M Buy
398,535
+601
+0.2% +$15.4K 2.46% 10
2023
Q2 		$10.1M Sell
397,934
-64,164
-14% -$1.58M 2.5% 9
2023
Q1 		$11.3M Buy
+462,098
New +$11.6M 2.34% 9

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

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

Liberty Wealth Management held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 382,353 shares worth $13.7M. The position accounts for 1.71% of the portfolio, ranked #19.

Liberty Wealth Management first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Liberty Wealth Management held 382,353 shares of Dimensional US Large Cap Value ETF worth $13.7M as of Q2 2026.
  • Liberty Wealth Management left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 1.71% of Liberty Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Liberty Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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