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Wealthspire Advisors (New York)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wealthspire Advisors (New York)’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 		$242K Buy
+6,117
New +$234K ﹤0.01% 1090
2025
Q4 		– Sell
-978
Closed -$32.2K – 1490
2025
Q3 		$32.2K Buy
+978
New +$31.3K ﹤0.01% 1420

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
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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFLV Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 6,117 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DFLV as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in DFLV in Q3 2025 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,117 shares of Dimensional US Large Cap Value ETF worth $242K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1090 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.