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

Signature Wealth Management Group’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	$209K	Buy	+5,857	New	+$211K	0.08%	125

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 $26.2B AUM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Signature Wealth Management Group's DFLV Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2026: 5,857 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #125 among its holdings.

367 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Signature Wealth Management Group held 5,857 shares of Dimensional US Large Cap Value ETF worth $209K as of Q1 2026.
Dimensional US Large Cap Value ETF was a new Signature Wealth Management Group position in Q1 2026.
Dimensional US Large Cap Value ETF made up 0.08% of Signature Wealth Management Group's portfolio in Q1 2026, its #125 holding.
367 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.