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

Rockwood 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 Q2	$206K	Buy	+5,215	New	+$200K	0.01%	127

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rockwood Wealth Management's DFLV Position: Q2 2026 in Review

Rockwood Wealth Management opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 5,215 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #127 among its holdings.

201 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Rockwood Wealth Management held 5,215 shares of Dimensional US Large Cap Value ETF worth $206K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Rockwood Wealth Management position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #127 holding.
201 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.