LPWM LLC
DFLV icon

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
Q3 		$224K Buy
+5,582
New +$229K 0.05% 96
2026
Q2 		– Sell
-8,508
Closed -$304K – 99
2026
Q1 		$304K Buy
+8,508
New +$307K 0.08% 79

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DiNuzzo Private Wealth
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Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

LPWM LLC's DFLV Position: Q3 2026 in Review

LPWM LLC opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2026: 5,582 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #96 among its holdings. This is a return to the name: LPWM LLC previously reported a position in DFLV as recently as Q1 2026.

LPWM LLC first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 99 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • LPWM LLC held 5,582 shares of Dimensional US Large Cap Value ETF worth $224K as of Q3 2026.
  • Dimensional US Large Cap Value ETF was a new LPWM LLC position in Q3 2026.
  • Dimensional US Large Cap Value ETF made up 0.05% of LPWM LLC's portfolio in Q3 2026, its #96 holding.
  • LPWM LLC first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • LPWM LLC's Dimensional US Large Cap Value ETF position peaked at $304K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.