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MASECO Private Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

MASECO Private Wealth’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 		$28K Hold
785
– – ﹤0.01% 171
2025
Q4 		$26.9K Hold
785
– – ﹤0.01% 232
2025
Q3 		$25.8K Buy
+785
New +$25.1K ﹤0.01% 130

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 $2.57B AUM 21.7% 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

MASECO Private Wealth's DFLV Position: Q1 2026 in Review

MASECO Private Wealth held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q1 2026 at 785 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

MASECO Private Wealth first reported a position in DFLV in Q3 2025 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • MASECO Private Wealth held 785 shares of Dimensional US Large Cap Value ETF worth $28K as of Q1 2026.
  • MASECO Private Wealth left its Dimensional US Large Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #171 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.