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

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

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. 398 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.
398 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.