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

Melfa 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 Q2	$508K	Sell	12,845 -1,500	-10%	-$57.4K	0.27%	78
2026 Q1	$512K	Hold	14,345	–	–	0.29%	81
2025 Q4	$491K	Sell	14,345 -1,000	-7%	-$33.3K	0.28%	87
2025 Q3	$505K	Sell	15,345 -500	-3%	-$16K	0.3%	86
2025 Q2	$492K	Sell	15,845 -2,492	-14%	-$73.8K	0.31%	76
2025 Q1	$561K	Sell	18,337 -3,250	-15%	-$100K	0.38%	69
2024 Q4	$648K	Buy	21,587 +3,775	+21%	+$118K	0.43%	58
2024 Q3	$549K	Buy	17,812 +3,025	+20%	+$90.1K	0.36%	70
2024 Q2	$428K	Buy	+14,787	New	+$430K	0.3%	90

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Melfa Wealth Management's DFLV Position: Q2 2026 in Review

Melfa Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 10% in Q2 2026, selling an estimated $57.4K and leaving 12,845 shares worth $508K. The position accounts for 0.27% of the portfolio, ranked #78.

Melfa Wealth Management first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $648K in Q4 2024. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Melfa Wealth Management held 12,845 shares of Dimensional US Large Cap Value ETF worth $508K as of Q2 2026.
Melfa Wealth Management sold 1,500 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $57.4K.
Dimensional US Large Cap Value ETF made up 0.27% of Melfa Wealth Management's portfolio in Q2 2026, its #78 holding.
Melfa Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Melfa Wealth Management's Dimensional US Large Cap Value ETF position peaked at $648K in Q4 2024.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.