Vestia Personal Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Vestia Personal Wealth Advisors’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	$7.64M	Buy	193,131 +27,262	+16%	+$1.04M	2.98%	12
2026 Q1	$5.92M	Buy	165,869 +44,553	+37%	+$1.61M	2.78%	11
2025 Q4	$4.33M	Buy	121,316 +47,058	+63%	+$1.57M	2.2%	14
2025 Q3	$2.44M	Buy	74,258 +23,127	+45%	+$740K	1.42%	17
2025 Q2	$1.59M	Buy	51,131 +8,805	+21%	+$261K	1.09%	18
2025 Q1	$1.29M	Buy	42,326 +6,848	+19%	+$212K	1.02%	21
2024 Q4	$1.07M	Buy	35,478 +8,346	+31%	+$261K	0.88%	23
2024 Q3	$836K	Buy	27,132 +2,654	+11%	+$79.1K	0.79%	28
2024 Q2	$708K	Buy	+24,478	New	+$712K	0.75%	27

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

Vestia Personal Wealth Advisors's DFLV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 16% in Q2 2026, buying an estimated $1.04M and bringing the position to 193,131 shares worth $7.64M. The position accounts for 2.98% of the portfolio, ranked #12.

Vestia Personal Wealth Advisors first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Vestia Personal Wealth Advisors held 193,131 shares of Dimensional US Large Cap Value ETF worth $7.64M as of Q2 2026.
Vestia Personal Wealth Advisors bought 27,262 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.04M.
Dimensional US Large Cap Value ETF made up 2.98% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.