Northwestern Mutual Wealth Management
DFLV icon

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

Northwestern Mutual 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 		$350K Buy
9,809
+4,882
+99% +$176K ﹤0.01% 1693
2025
Q4 		$169K Buy
4,927
+4,520
+1,111% +$151K ﹤0.01% 1944
2025
Q3 		$13.4K Sell
407
-2,835
-87% -$90.7K ﹤0.01% 2809
2025
Q2 		$101K Buy
3,242
+2,211
+214% +$65.5K ﹤0.01% 1993
2025
Q1 		$31.5K Buy
+1,031
New +$31.8K ﹤0.01% 2341
2024
Q3 		– Sell
-506
Closed -$14.6K – 3639
2024
Q2 		$14.6K Buy
+506
New +$14.7K ﹤0.01% 2512

Other funds holding DFLV

SC
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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