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
Q2 		$12.7M Buy
320,229
+143,362
+81% +$5.49M 0.14% 114
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 $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Modera Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 81% in Q2 2026, buying an estimated $5.49M and bringing the position to 320,229 shares worth $12.7M. The position accounts for 0.14% of the portfolio, ranked #114.

Modera Wealth Management first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 398 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Modera Wealth Management held 320,229 shares of Dimensional US Large Cap Value ETF worth $12.7M as of Q2 2026.
  • Modera Wealth Management bought 143,362 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $5.49M.
  • Dimensional US Large Cap Value ETF made up 0.14% of Modera Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Modera Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 398 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.