WA
DFLV icon

Wealthstream Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$239K Buy
7,257
+32
+0.4% +$1.02K 0.04% 157
2025
Q2 		$224K Buy
7,225
+34
+0.5% +$1.01K 0.04% 154
2025
Q1 		$220K Buy
7,191
+30
+0.4% +$927 0.04% 138
2024
Q4 		$215K Buy
7,161
+34
+0.5% +$1.06K 0.04% 143
2024
Q3 		$220K Buy
+7,127
New +$212K 0.04% 138

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Wealthstream Advisors's DFLV Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.44% in Q3 2025, buying an estimated $1.02K and bringing the position to 7,257 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #157.

Wealthstream Advisors first reported a position in DFLV in Q3 2024 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • Wealthstream Advisors held 7,257 shares of Dimensional US Large Cap Value ETF worth $239K as of Q3 2025.
  • Wealthstream Advisors bought 32 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $1.02K.
  • Dimensional US Large Cap Value ETF made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #157 holding.
  • Wealthstream Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.