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Martin Worley Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Martin Worley Group’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
2025
Q2 		$9.59M Buy
309,250
+42,887
+16% +$1.27M 4.69% 2
2025
Q1 		$8.14M Buy
266,363
+40,391
+18% +$1.25M 4.65% 4
2024
Q4 		$6.79M Buy
+225,972
New +$7.07M 4.24% 6

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Martin Worley Group's DFLV Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 16% in Q2 2025, buying an estimated $1.27M and bringing the position to 309,250 shares worth $9.59M. The position accounts for 4.69% of the portfolio, ranked #2.

Martin Worley Group first reported a position in DFLV in Q4 2024 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.

  • Martin Worley Group held 309,250 shares of Dimensional US Large Cap Value ETF worth $9.59M as of Q2 2025.
  • Martin Worley Group bought 42,887 Dimensional US Large Cap Value ETF shares in Q2 2025, an estimated $1.27M.
  • Dimensional US Large Cap Value ETF made up 4.69% of Martin Worley Group's portfolio in Q2 2025, its #2 holding.
  • Martin Worley Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.