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Wealthcare Advisory Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wealthcare Advisory Partners’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 		$4.07M Buy
102,930
+4,204
+4% +$161K 0.08% 211
2026
Q1 		$3.53M Sell
98,726
-3,678
-4% -$133K 0.07% 244
2025
Q4 		$3.5M Buy
102,404
+3,901
+4% +$130K 0.07% 237
2025
Q3 		$3.24M Sell
98,503
-2,433
-2% -$77.8K 0.07% 238
2025
Q2 		$3.13M Buy
100,936
+73,045
+262% +$2.16M 0.07% 235
2025
Q1 		$853K Buy
27,891
+9,722
+54% +$300K 0.02% 474
2024
Q4 		$546K Buy
18,169
+4,155
+30% +$130K 0.02% 548
2024
Q3 		$432K Buy
14,014
+4,946
+55% +$147K 0.01% 602
2024
Q2 		$262K Buy
9,068
+33
+0.4% +$960 0.01% 717
2024
Q1 		$271K Buy
9,035
+24
+0.3% +$669 0.01% 700
2023
Q4 		$244K Buy
+9,011
New +$227K 0.01% 663

Other funds holding DFLV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Wealthcare Advisory Partners's DFLV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.3% in Q2 2026, buying an estimated $161K and bringing the position to 102,930 shares worth $4.07M. The position accounts for 0.08% of the portfolio, ranked #211.

Wealthcare Advisory Partners first reported a position in DFLV in Q4 2023 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Wealthcare Advisory Partners held 102,930 shares of Dimensional US Large Cap Value ETF worth $4.07M as of Q2 2026.
  • Wealthcare Advisory Partners bought 4,204 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $161K.
  • Dimensional US Large Cap Value ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #211 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 97 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.