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
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

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 Enhancement Advisory Services's DFLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 15% in Q2 2026, buying an estimated $3.87M and bringing the position to 787,192 shares worth $31.5M. The position accounts for 0.05% of the portfolio, ranked #309.

Wealth Enhancement Advisory Services first reported a position in DFLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.7M in Q4 2025. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 787,192 shares of Dimensional US Large Cap Value ETF worth $31.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 101,002 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $3.87M.
  • Dimensional US Large Cap Value ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #309 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional US Large Cap Value ETF position peaked at $42.7M in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.