MWM
DFLV icon

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

Modera 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
Q1 		$6.32M Sell
176,867
-41
-0% -$1.48K 0.08% 160
2025
Q4 		$6.05M Sell
176,908
-137
-0.1% -$4.56K 0.07% 167
2025
Q3 		$5.82M Buy
177,045
+1,922
+1% +$61.5K 0.07% 173
2025
Q2 		$5.43M Buy
175,123
+2,448
+1% +$72.5K 0.07% 172
2025
Q1 		$5.28M Sell
172,675
-1,276
-0.7% -$39.4K 0.07% 169
2024
Q4 		$5.22M Buy
173,951
+8,161
+5% +$255K 0.06% 177
2024
Q3 		$5.11M Buy
165,790
+736
+0.4% +$21.9K 0.07% 164
2024
Q2 		$4.77M Buy
165,054
+19,761
+14% +$575K 0.07% 159
2024
Q1 		$4.36M Buy
145,293
+30,691
+27% +$856K 0.07% 170
2023
Q4 		$3.1M Buy
114,602
+81,902
+250% +$2.06M 0.05% 189
2023
Q3 		$811K Buy
32,700
+4,379
+15% +$112K 0.02% 302
2023
Q2 		$719K Buy
+28,321
New +$695K 0.01% 330

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return