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

LJI 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	–	Sell	-9,659	Closed	-$345K	–	205
2026 Q1	$345K	Sell	9,659 -28,408	-75%	-$1.02M	0.06%	139
2025 Q4	$1.3M	Buy	38,067 +30,208	+384%	+$1.01M	0.2%	55
2025 Q3	$259K	Sell	7,859 -24,271	-76%	-$776K	0.05%	154
2025 Q2	$997K	Sell	32,130 -1,102	-3%	-$32.6K	0.17%	58
2025 Q1	$1.02M	Buy	33,232 +14,883	+81%	+$460K	0.2%	51
2024 Q4	$551K	Buy	18,349 +1,476	+9%	+$46.2K	0.11%	81
2024 Q3	$520K	Buy	16,873 +4,825	+40%	+$144K	0.11%	100
2024 Q2	$348K	Buy	+12,048	New	+$350K	0.08%	132

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 $3.76B AUM 21.29% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

LJI Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 9,659 shares — an estimated $345K sold.

LJI Wealth Management first reported a position in DFLV in Q2 2024 and held it in 8 quarters. The position peaked at $1.3M in Q4 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

LJI Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
LJI Wealth Management sold 9,659 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $345K.
LJI Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and held it in 8 quarters.
LJI Wealth Management's Dimensional US Large Cap Value ETF position peaked at $1.3M in Q4 2025.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.