LPWM LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

LPWM LLC’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	-8,508	Closed	-$304K	–	99
2026 Q1	$304K	Buy	+8,508	New	+$307K	0.08%	79

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

LPWM LLC's DFLV Position: Q2 2026 in Review

LPWM LLC sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2026, closing a stake of 8,508 shares — an estimated $304K sold.

LPWM LLC first reported a position in DFLV in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

LPWM LLC reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
LPWM LLC sold 8,508 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $304K.
LPWM LLC first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
LPWM LLC's Dimensional US Large Cap Value ETF position peaked at $304K in Q1 2026.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.