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

Momentous 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 		$707K Sell
19,807
-5,312
-21% -$191K 0.4% 21
2025
Q4 		$859K Sell
25,119
-176,269
-88% -$5.87M 0.49% 19
2025
Q3 		$6.63M Sell
201,388
-2,283
-1% -$73K 4.2% 8
2025
Q2 		$6.32M Buy
203,671
+12,092
+6% +$358K 4.08% 8
2025
Q1 		$5.86M Buy
191,579
+16,674
+10% +$515K 4.15% 7
2024
Q4 		$5.25M Buy
+174,905
New +$5.47M 4.35% 8

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

Momentous Wealth Management's DFLV Position: Q1 2026 in Review

Momentous Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 21% in Q1 2026, selling an estimated $191K and leaving 19,807 shares worth $707K. The position accounts for 0.4% of the portfolio, ranked #21.

Momentous Wealth Management first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.63M in Q3 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Momentous Wealth Management held 19,807 shares of Dimensional US Large Cap Value ETF worth $707K as of Q1 2026.
  • Momentous Wealth Management sold 5,312 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $191K.
  • Dimensional US Large Cap Value ETF made up 0.4% of Momentous Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Momentous Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Dimensional US Large Cap Value ETF position peaked at $6.63M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.