LIWM
DFLV icon

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

Long Island 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 		$933K Buy
23,596
+1,450
+7% +$55.5K 0.39% 46
2026
Q1 		$791K Buy
22,146
+14,619
+194% +$527K 0.37% 47
2025
Q4 		$257K Buy
7,527
+380
+5% +$12.7K 0.12% 76
2025
Q3 		$235K Buy
+7,147
New +$229K 0.11% 78

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

Long Island Wealth Management's DFLV Position: Q2 2026 in Review

Long Island Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 6.5% in Q2 2026, buying an estimated $55.5K and bringing the position to 23,596 shares worth $933K. The position accounts for 0.39% of the portfolio, ranked #46.

Long Island Wealth Management first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Long Island Wealth Management held 23,596 shares of Dimensional US Large Cap Value ETF worth $933K as of Q2 2026.
  • Long Island Wealth Management bought 1,450 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $55.5K.
  • Dimensional US Large Cap Value ETF made up 0.39% of Long Island Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Long Island Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.