Wescott Financial Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wescott Financial Advisory Group’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	$31.7M	Buy	802,407 +40,163	+5%	+$1.54M	2.46%	12
2026 Q1	$27.2M	Buy	762,244 +82,618	+12%	+$2.98M	2.39%	12
2025 Q4	$23.2M	Buy	679,626 +93,723	+16%	+$3.12M	2.03%	15
2025 Q3	$19.3M	Buy	585,903 +24,500	+4%	+$784K	1.73%	16
2025 Q2	$17.4M	Buy	561,403 +38,539	+7%	+$1.14M	1.67%	16
2025 Q1	$16M	Buy	522,864 +33,828	+7%	+$1.04M	1.66%	16
2024 Q4	$14.7M	Buy	489,036 +38,860	+9%	+$1.22M	1.52%	17
2024 Q3	$13.9M	Buy	450,176 +68,109	+18%	+$2.03M	1.49%	16
2024 Q2	$11M	Buy	382,067 +64,081	+20%	+$1.86M	1.28%	17
2024 Q1	$9.54M	Buy	317,986 +85,011	+36%	+$2.37M	1.19%	17
2023 Q4	$6.3M	Buy	232,975 +39,759	+21%	+$1M	0.88%	20
2023 Q3	$4.79M	Buy	193,216 +59,433	+44%	+$1.52M	0.88%	26
2023 Q2	$3.4M	Buy	133,783 +94,908	+244%	+$2.33M	0.6%	36
2023 Q1	$955K	Buy	38,875 +25,469	+190%	+$640K	0.21%	66
2022 Q4	$329K	Buy	+13,406	New	+$329K	0.07%	116

Other funds holding DFLV

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wescott Financial Advisory Group's DFLV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.3% in Q2 2026, buying an estimated $1.54M and bringing the position to 802,407 shares worth $31.7M. The position accounts for 2.46% of the portfolio, ranked #12.

Wescott Financial Advisory Group first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Wescott Financial Advisory Group held 802,407 shares of Dimensional US Large Cap Value ETF worth $31.7M as of Q2 2026.
Wescott Financial Advisory Group bought 40,163 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.54M.
Dimensional US Large Cap Value ETF made up 2.46% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #12 holding.
Wescott Financial Advisory Group first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.