PWM
DFLV icon

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

PBMares 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
2025
Q3 		$546K Buy
16,599
+4,833
+41% +$155K 0.09% 109
2025
Q2 		$365K Buy
11,766
+3,035
+35% +$89.9K 0.07% 132
2025
Q1 		$267K Buy
8,731
+199
+2% +$6.15K 0.05% 164
2024
Q4 		$256K Hold
8,532
– – 0.05% 167
2024
Q3 		$263K Buy
8,532
+967
+13% +$28.8K 0.05% 161
2024
Q2 		$219K Buy
7,565
+220
+3% +$6.4K 0.05% 167
2024
Q1 		$220K Buy
+7,345
New +$205K 0.06% 167

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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

PBMares Wealth Management's DFLV Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 41% in Q3 2025, buying an estimated $155K and bringing the position to 16,599 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #109.

PBMares Wealth Management first reported a position in DFLV in Q1 2024 and has held it in 7 quarters since. 309 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • PBMares Wealth Management held 16,599 shares of Dimensional US Large Cap Value ETF worth $546K as of Q3 2025.
  • PBMares Wealth Management bought 4,833 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $155K.
  • Dimensional US Large Cap Value ETF made up 0.09% of PBMares Wealth Management's portfolio in Q3 2025, its #109 holding.
  • PBMares Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 7 quarters since.
  • 309 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.