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 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 $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFLV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 37% in Q1 2026, buying an estimated $1.61M and bringing the position to 165,869 shares worth $5.92M. The position accounts for 2.78% of the portfolio, ranked #11.

Vestia Personal Wealth Advisors first reported a position in DFLV in Q2 2024 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

Vestia Personal Wealth Advisors held 165,869 shares of Dimensional US Large Cap Value ETF worth $5.92M as of Q1 2026.
Vestia Personal Wealth Advisors bought 44,553 Dimensional US Large Cap Value ETF shares in Q1 2026, an estimated $1.61M.
Dimensional US Large Cap Value ETF made up 2.78% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #11 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.