VSM Wealth Advisory’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

VSM Wealth Advisory’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	$230K	Buy	+5,811	New	+$223K	0.06%	105
2026 Q1	–	Sell	-5,811	Closed	-$199K	–	504
2025 Q4	$199K	Hold	5,811	–	–	0.06%	103
2025 Q3	$191K	Hold	5,811	–	–	0.06%	91
2025 Q2	$180K	Hold	5,811	–	–	0.06%	100
2025 Q1	$178K	Hold	5,811	–	–	0.06%	94
2024 Q4	$175K	Buy	+5,811	New	+$182K	0.06%	93

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

VSM Wealth Advisory's DFLV Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 5,811 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: VSM Wealth Advisory previously reported a position in DFLV as recently as Q4 2025.

VSM Wealth Advisory first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

VSM Wealth Advisory held 5,811 shares of Dimensional US Large Cap Value ETF worth $230K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new VSM Wealth Advisory position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #105 holding.
VSM Wealth Advisory first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.