Mills Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Mills Wealth Advisors’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	$5.69M	Buy	143,822 +21,560	+18%	+$826K	1.79%	15
2026 Q1	$4.37M	Buy	122,262 +6,987	+6%	+$252K	1.53%	16
2025 Q4	$3.94M	Buy	115,275 +4,698	+4%	+$157K	1.56%	15
2025 Q3	$3.64M	Buy	110,577 +8,268	+8%	+$264K	1.48%	17
2025 Q2	$3.17M	Buy	102,309 +22,008	+27%	+$652K	1.46%	18
2025 Q1	$2.45M	Buy	80,301 +7,907	+11%	+$244K	1.3%	19
2024 Q4	$2.17M	Buy	72,394 +4,158	+6%	+$130K	1.24%	17
2024 Q3	$2.1M	Buy	68,236 +12,634	+23%	+$376K	1.45%	17
2024 Q2	$1.61M	Buy	55,602 +3,637	+7%	+$106K	1.15%	21
2024 Q1	$1.56M	Buy	51,965 +15,931	+44%	+$444K	1.14%	22
2023 Q4	$975K	Buy	36,034 +7,472	+26%	+$188K	0.74%	23
2023 Q3	$709K	Buy	28,562 +2,356	+9%	+$60.4K	0.57%	25
2023 Q2	$666K	Buy	26,206 +1,827	+7%	+$44.8K	0.51%	25
2023 Q1	$599K	Buy	24,379 +381	+2%	+$9.57K	0.48%	27
2022 Q4	$589K	Buy	+23,998	New	+$589K	0.53%	36

Other funds holding DFLV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DPW

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

GOCP

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

AIM

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

TWM

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

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

Mills Wealth Advisors's DFLV Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 18% in Q2 2026, buying an estimated $826K and bringing the position to 143,822 shares worth $5.69M. The position accounts for 1.79% of the portfolio, ranked #15.

Mills Wealth Advisors first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. 136 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Mills Wealth Advisors held 143,822 shares of Dimensional US Large Cap Value ETF worth $5.69M as of Q2 2026.
Mills Wealth Advisors bought 21,560 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $826K.
Dimensional US Large Cap Value ETF made up 1.79% of Mills Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Mills Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
136 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.