PHWA
DFLV icon

Petersen Hastings Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Petersen Hastings Wealth Advisors’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 		$1.43M Sell
36,199
-7
-0% -$268 0.12% 31
2026
Q1 		$1.29M Sell
36,206
-436
-1% -$15.7K 0.12% 30
2025
Q4 		$1.25M Buy
+36,642
New +$1.22M 0.12% 31

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 $77.5B AUM 28.19% 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

Petersen Hastings Wealth Advisors's DFLV Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.02% in Q2 2026, selling an estimated $268 and leaving 36,199 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #31.

Petersen Hastings Wealth Advisors first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Petersen Hastings Wealth Advisors held 36,199 shares of Dimensional US Large Cap Value ETF worth $1.43M as of Q2 2026.
  • Petersen Hastings Wealth Advisors sold 7 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $268.
  • Dimensional US Large Cap Value ETF made up 0.12% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Petersen Hastings Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.