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DFLV icon

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

SHP 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 		$8.21K Hold
230
– – ﹤0.01% 954
2025
Q4 		$7.87K Buy
+230
New +$7.66K ﹤0.01% 895

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

SHP Wealth Management held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q1 2026 at 230 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

SHP Wealth Management first reported a position in DFLV in Q4 2025 and has held it in 2 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • SHP Wealth Management held 230 shares of Dimensional US Large Cap Value ETF worth $8.21K as of Q1 2026.
  • SHP Wealth Management left its Dimensional US Large Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #954 holding.
  • SHP Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.