Wedmont Private Capital’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wedmont Private Capital’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 Q3	$236K	Buy	+5,786	New	+$238K	0.01%	886

Other funds holding DFLV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return

Wedmont Private Capital's DFLV Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2026: 5,786 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #886 among its holdings.

77 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Wedmont Private Capital held 5,786 shares of Dimensional US Large Cap Value ETF worth $236K as of Q3 2026.
Dimensional US Large Cap Value ETF was a new Wedmont Private Capital position in Q3 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #886 holding.
77 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.