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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
Q2 		$31K Hold
785
– – ﹤0.01% 190
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 $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

MASECO Private Wealth's DFLV Position: Q2 2026 in Review

MASECO Private Wealth held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 785 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

MASECO Private Wealth first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • MASECO Private Wealth held 785 shares of Dimensional US Large Cap Value ETF worth $31K as of Q2 2026.
  • MASECO Private Wealth left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #190 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.