WFAG
DFLV icon

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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return