McKinley Carter Wealth Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

McKinley Carter Wealth Services’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	$11.2M	Buy	+312,637	New	+$11.3M	0.64%	33

Other funds holding DFLV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

McKinley Carter Wealth Services's DFLV Position: Q1 2026 in Review

McKinley Carter Wealth Services opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 312,637 shares worth $11.2M. The stake represents 0.64% of the portfolio and ranks #33 among its holdings.

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

McKinley Carter Wealth Services held 312,637 shares of Dimensional US Large Cap Value ETF worth $11.2M as of Q1 2026.
Dimensional US Large Cap Value ETF was a new McKinley Carter Wealth Services position in Q1 2026.
Dimensional US Large Cap Value ETF made up 0.64% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #33 holding.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.