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

Triangle Securities 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 Q3	–	Sell	-29,373	Closed	-$1.16M	–	210
2026 Q2	$1.16M	Buy	29,373 +12,298	+72%	+$471K	0.23%	97
2026 Q1	$610K	Buy	17,075 +8,025	+89%	+$289K	0.14%	145
2025 Q4	$310K	Buy	+9,050	New	+$301K	0.07%	186

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triangle Securities Wealth Management's DFLV Position: Q3 2026 in Review

Triangle Securities Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2026, closing a stake of 29,373 shares — an estimated $1.16M sold.

Triangle Securities Wealth Management first reported a position in DFLV in Q4 2025 and held it in 3 quarters. The position peaked at $1.16M in Q2 2026. 162 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Triangle Securities Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Triangle Securities Wealth Management sold 29,373 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $1.16M.
Triangle Securities Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and held it in 3 quarters.
Triangle Securities Wealth Management's Dimensional US Large Cap Value ETF position peaked at $1.16M in Q2 2026.
162 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.