Wealth Enhancement Advisory Services
DFLV icon

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

Wealth Enhancement Advisory Services’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
Q3 		$43.9M Buy
1,075,599
+288,407
+37% +$11.8M 0.07% 265
2026
Q2 		$31.5M Buy
787,192
+101,002
+15% +$3.87M 0.05% 309
2026
Q1 		$24.6M Sell
686,190
-519,506
-43% -$18.7M 0.05% 331
2025
Q4 		$42.7M Buy
1,205,696
+1,503
+0.1% +$50.1K 0.06% 292
2025
Q3 		$39.8M Buy
1,204,193
+112,930
+10% +$3.61M 0.06% 281
2025
Q2 		$34.6M Buy
1,091,263
+122,156
+13% +$3.62M 0.06% 296
2025
Q1 		$29.6M Buy
969,107
+127,678
+15% +$3.94M 0.06% 306
2024
Q4 		$25.3M Buy
841,429
+113,415
+16% +$3.55M 0.05% 321
2024
Q3 		$22.4M Buy
728,014
+89,698
+14% +$2.67M 0.05% 333
2024
Q2 		$18.5M Sell
638,316
-23,670
-4% -$688K 0.04% 344
2024
Q1 		$19.9M Buy
661,986
+38,515
+6% +$1.07M 0.05% 325
2023
Q4 		$16.9M Buy
623,471
+59,613
+11% +$1.5M 0.05% 335
2023
Q3 		$14M Buy
+563,858
New +$14.5M 0.05% 340

Other funds holding DFLV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFLV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 37% in Q3 2026, buying an estimated $11.8M and bringing the position to 1,075,599 shares worth $43.9M. The position accounts for 0.07% of the portfolio, ranked #265.

Wealth Enhancement Advisory Services first reported a position in DFLV in Q3 2023 and has held it in 13 quarters since. 42 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,075,599 shares of Dimensional US Large Cap Value ETF worth $43.9M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 288,407 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $11.8M.
  • Dimensional US Large Cap Value ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #265 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 42 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.