TSWM
DFLV icon

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Triangle Securities Wealth Management's DFLV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 72% in Q2 2026, buying an estimated $471K and bringing the position to 29,373 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #97.

Triangle Securities Wealth Management first reported a position in DFLV in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Triangle Securities Wealth Management held 29,373 shares of Dimensional US Large Cap Value ETF worth $1.16M as of Q2 2026.
  • Triangle Securities Wealth Management bought 12,298 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $471K.
  • Dimensional US Large Cap Value ETF made up 0.23% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Triangle Securities Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.