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
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

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CCM
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FG
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TI
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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
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return