Master's Wealth Management
DFLV icon

Master's Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Master's Wealth Management’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 		$6.7M Buy
166,819
+10,673
+7% +$438K 1.95% 8
2026
Q2 		$6.17M Sell
156,146
-5,664
-4% -$217K 1.86% 8
2026
Q1 		$5.78M Buy
161,810
+19,000
+13% +$685K 1.96% 7
2025
Q4 		$4.89M Buy
+142,810
New +$4.76M 1.76% 8

Other funds holding DFLV

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
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

Master's Wealth Management's DFLV Position: Q3 2026 in Review

Master's Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 6.8% in Q3 2026, buying an estimated $438K and bringing the position to 166,819 shares worth $6.7M. The position accounts for 1.95% of the portfolio, ranked #8.

Master's Wealth Management first reported a position in DFLV in Q4 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Master's Wealth Management held 166,819 shares of Dimensional US Large Cap Value ETF worth $6.7M as of Q3 2026.
  • Master's Wealth Management bought 10,673 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $438K.
  • Dimensional US Large Cap Value ETF made up 1.95% of Master's Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Master's Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.