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

Tumwater 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	$35.9M	Buy	906,834 +11,935	+1%	+$457K	12.97%	4
2026 Q1	$32M	Buy	894,899 +3,413	+0.4%	+$123K	12.85%	4
2025 Q4	$30.5M	Buy	891,486 +35,632	+4%	+$1.19M	12.43%	4
2025 Q3	$28.2M	Buy	855,854 +3,846	+0.5%	+$123K	12.51%	4
2025 Q2	$26.4M	Buy	852,008 +39,679	+5%	+$1.17M	12.28%	4
2025 Q1	$24.8M	Buy	812,329 +13,994	+2%	+$432K	12.95%	4
2024 Q4	$24M	Buy	+798,335	New	+$25M	12.57%	4

Other funds holding DFLV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

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

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

Tumwater Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 1.3% in Q2 2026, buying an estimated $457K and bringing the position to 906,834 shares worth $35.9M. The position accounts for 12.97% of the portfolio, ranked #4.

Tumwater Wealth Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Tumwater Wealth Management held 906,834 shares of Dimensional US Large Cap Value ETF worth $35.9M as of Q2 2026.
Tumwater Wealth Management bought 11,935 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $457K.
Dimensional US Large Cap Value ETF made up 12.97% of Tumwater Wealth Management's portfolio in Q2 2026, its #4 holding.
Tumwater Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.