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DFLV icon

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

Peninsula Wealth’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
2024
Q4 		$2.86M Buy
95,133
+372
+0.4% +$11.6K 0.49% 26
2024
Q3 		$2.98M Sell
94,761
-9,127
-9% -$272K 0.52% 27
2024
Q2 		$3.06M Buy
103,888
+7,867
+8% +$229K 0.57% 25
2024
Q1 		$2.88M Sell
96,021
-7,626
-7% -$213K 0.57% 23
2023
Q4 		$2.8M Buy
103,647
+4,279
+4% +$108K 0.58% 20
2023
Q3 		$2.36M Buy
+99,368
New +$2.55M 0.55% 20

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Peninsula Wealth's DFLV Position: Q4 2024 in Review

Peninsula Wealth increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.39% in Q4 2024, buying an estimated $11.6K and bringing the position to 95,133 shares worth $2.86M. The position accounts for 0.49% of the portfolio, ranked #26.

Peninsula Wealth first reported a position in DFLV in Q3 2023 and has held it in 6 quarters since. The position peaked at $3.06M in Q2 2024. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Peninsula Wealth held 95,133 shares of Dimensional US Large Cap Value ETF worth $2.86M as of Q4 2024.
  • Peninsula Wealth bought 372 Dimensional US Large Cap Value ETF shares in Q4 2024, an estimated $11.6K.
  • Dimensional US Large Cap Value ETF made up 0.49% of Peninsula Wealth's portfolio in Q4 2024, its #26 holding.
  • Peninsula Wealth first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 6 quarters since.
  • Peninsula Wealth's Dimensional US Large Cap Value ETF position peaked at $3.06M in Q2 2024.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.