RWM
DFLV icon

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
Q2 		$10.1M Sell
255,378
-4,816
-2% -$184K 2.37% 11
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

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 $72.2B AUM 27.85% 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

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

Ruedi Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.9% in Q2 2026, selling an estimated $184K and leaving 255,378 shares worth $10.1M. The position accounts for 2.37% of the portfolio, ranked #11.

Ruedi Wealth Management first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Ruedi Wealth Management held 255,378 shares of Dimensional US Large Cap Value ETF worth $10.1M as of Q2 2026.
  • Ruedi Wealth Management sold 4,816 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $184K.
  • Dimensional US Large Cap Value ETF made up 2.37% of Ruedi Wealth Management's portfolio in Q2 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 15 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.