WA
DFLV icon

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

Wealth Architects’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 		$27.2M Sell
686,834
-9,928
-1% -$380K 2.14% 14
2026
Q1 		$24.9M Buy
696,762
+35,363
+5% +$1.27M 2.22% 13
2025
Q4 		$22.6M Buy
661,399
+55,148
+9% +$1.84M 2.04% 15
2025
Q3 		$19.9M Buy
606,251
+30,696
+5% +$982K 1.88% 16
2025
Q2 		$17.9M Sell
575,555
-11,726
-2% -$347K 1.81% 17
2025
Q1 		$18M Buy
587,281
+5,256
+0.9% +$162K 1.98% 15
2024
Q4 		$17.5M Buy
582,025
+89,628
+18% +$2.8M 1.97% 16
2024
Q3 		$15.2M Buy
492,397
+71,446
+17% +$2.13M 1.72% 17
2024
Q2 		$12.2M Buy
420,951
+41,354
+11% +$1.2M 1.49% 19
2024
Q1 		$11.4M Buy
379,597
+61,819
+19% +$1.72M 1.5% 19
2023
Q4 		$8.6M Buy
317,778
+70,392
+28% +$1.77M 1.21% 22
2023
Q3 		$6.14M Buy
247,386
+67,630
+38% +$1.73M 1.04% 23
2023
Q2 		$4.57M Buy
179,756
+119,106
+196% +$2.92M 0.75% 28
2023
Q1 		$1.49M Buy
+60,650
New +$1.52M 0.26% 48

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Wealth Architects's DFLV Position: Q2 2026 in Review

Wealth Architects reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 1.4% in Q2 2026, selling an estimated $380K and leaving 686,834 shares worth $27.2M. The position accounts for 2.14% of the portfolio, ranked #14.

Wealth Architects first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Wealth Architects held 686,834 shares of Dimensional US Large Cap Value ETF worth $27.2M as of Q2 2026.
  • Wealth Architects sold 9,928 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $380K.
  • Dimensional US Large Cap Value ETF made up 2.14% of Wealth Architects's portfolio in Q2 2026, its #14 holding.
  • Wealth Architects first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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