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 Q2	$451K	Buy	+11,401	New	+$437K	0.27%	89

Other funds holding DFLV

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MFA Wealth Services's DFLV Position: Q2 2026 in Review

MFA Wealth Services opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 11,401 shares worth $451K. The stake represents 0.27% of the portfolio and ranks #89 among its holdings.

114 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

MFA Wealth Services held 11,401 shares of Dimensional US Large Cap Value ETF worth $451K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new MFA Wealth Services position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.27% of MFA Wealth Services's portfolio in Q2 2026, its #89 holding.
114 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.