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

MFA 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
Q3 		$1.54M Buy
38,306
+26,905
+236% +$1.1M 0.91% 26
2026
Q2 		$451K Buy
+11,401
New +$437K 0.27% 89

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

MFA Wealth Services's DFLV Position: Q3 2026 in Review

MFA Wealth Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 236% in Q3 2026, buying an estimated $1.1M and bringing the position to 38,306 shares worth $1.54M. The position accounts for 0.91% of the portfolio, ranked #26.

MFA Wealth Services first reported a position in DFLV in Q2 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • MFA Wealth Services held 38,306 shares of Dimensional US Large Cap Value ETF worth $1.54M as of Q3 2026.
  • MFA Wealth Services bought 26,905 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $1.1M.
  • Dimensional US Large Cap Value ETF made up 0.91% of MFA Wealth Services's portfolio in Q3 2026, its #26 holding.
  • MFA Wealth Services first reported a position in Dimensional US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.