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

Spire 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	$1.13M	Sell	28,530 -2,524	-8%	-$96.7K	0.03%	363
2026 Q1	$1.11M	Buy	31,054 +5,911	+24%	+$213K	0.04%	368
2025 Q4	$860K	Buy	25,143 +4,682	+23%	+$156K	0.03%	425
2025 Q3	$673K	Buy	20,461 +3,151	+18%	+$101K	0.02%	455
2025 Q2	$537K	Sell	17,310 -4,419	-20%	-$131K	0.02%	488
2025 Q1	$664K	Buy	21,729 +3,103	+17%	+$95.9K	0.02%	497
2024 Q4	$559K	Buy	+18,626	New	+$583K	0.02%	522

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Spire Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 8.1% in Q2 2026, selling an estimated $96.7K and leaving 28,530 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #363.

Spire Wealth Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Spire Wealth Management held 28,530 shares of Dimensional US Large Cap Value ETF worth $1.13M as of Q2 2026.
Spire Wealth Management sold 2,524 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $96.7K.
Dimensional US Large Cap Value ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #363 holding.
Spire Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.