LL
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
Q1 		$304K Buy
+8,508
New +$307K 0.08% 79

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPWM LLC's DFLV Position: Q1 2026 in Review

LPWM LLC opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 8,508 shares worth $304K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings.

366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • LPWM LLC held 8,508 shares of Dimensional US Large Cap Value ETF worth $304K as of Q1 2026.
  • Dimensional US Large Cap Value ETF was a new LPWM LLC position in Q1 2026.
  • Dimensional US Large Cap Value ETF made up 0.08% of LPWM LLC's portfolio in Q1 2026, its #79 holding.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.