WA
DFLV icon

Waverly Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Waverly 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 		$8.04M Buy
225,065
+34,150
+18% +$1.23M 0.06% 307
2025
Q4 		$6.53M Buy
190,915
+577
+0.3% +$19.2K 0.05% 321
2025
Q3 		$6.26M Buy
190,338
+1,261
+0.7% +$40.3K 0.06% 283
2025
Q2 		$5.87M Sell
189,077
-7,967
-4% -$236K 0.06% 275
2025
Q1 		$6.02M Buy
197,044
+5,648
+3% +$174K 0.07% 255
2024
Q4 		$5.75M Sell
191,396
-2,734
-1% -$85.5K 0.09% 196
2024
Q3 		$5.98M Buy
194,130
+7,341
+4% +$219K 0.11% 168
2024
Q2 		$5.4M Buy
+186,789
New +$5.43M 0.11% 175

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return