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

Ruedi 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	$9.29M	Buy	260,194 +26,424	+11%	+$952K	2.39%	11
2025 Q4	$8M	Buy	233,770 +7,579	+3%	+$252K	2.1%	11
2025 Q3	$7.44M	Sell	226,191 -70	-0%	-$2.24K	2.08%	11
2025 Q2	$7.02M	Sell	226,261 -93,516	-29%	-$2.77M	2.08%	11
2025 Q1	$9.78M	Buy	319,777 +26,549	+9%	+$820K	3.06%	10
2024 Q4	$8.81M	Buy	293,228 +40,969	+16%	+$1.28M	2.78%	10
2024 Q3	$7.77M	Buy	252,259 +46,175	+22%	+$1.38M	2.67%	11
2024 Q2	$5.96M	Buy	206,084 +80,646	+64%	+$2.35M	2.35%	13
2024 Q1	$3.76M	Buy	125,438 +13,762	+12%	+$384K	1.58%	15
2023 Q4	$3.02M	Buy	111,676 +76,675	+219%	+$1.93M	1.43%	15
2023 Q3	$868K	Buy	35,001 +20,995	+150%	+$538K	0.5%	19
2023 Q2	$356K	Buy	14,006 +13,973	+42,342%	+$343K	0.21%	29
2023 Q1	$811	Hold	33	–	–	﹤0.01%	237
2022 Q4	$809	Buy	+33	New	+$810	﹤0.01%	222

Other funds holding DFLV

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ruedi Wealth Management's DFLV Position: Q1 2026 in Review

Ruedi Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 11% in Q1 2026, buying an estimated $952K and bringing the position to 260,194 shares worth $9.29M. The position accounts for 2.39% of the portfolio, ranked #11.

Ruedi Wealth Management first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.78M in Q1 2025. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Ruedi Wealth Management held 260,194 shares of Dimensional US Large Cap Value ETF worth $9.29M as of Q1 2026.
Ruedi Wealth Management bought 26,424 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $952K.
Dimensional US Large Cap Value ETF made up 2.39% of Ruedi Wealth Management's portfolio in Q1 2026, its #11 holding.
Ruedi Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional US Large Cap Value ETF position peaked at $9.78M in Q1 2025.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.