WJ Wealth Management
DFLV icon

WJ Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

WJ Wealth Management’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 		$13.4M Buy
333,326
+67,994
+26% +$2.79M 5.45% 4
2026
Q2 		$10.5M Buy
265,332
+26,723
+11% +$1.02M 4.14% 5
2026
Q1 		$8.52M Buy
+238,609
New +$8.6M 3.99% 5

Other funds holding DFLV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

WJ Wealth Management's DFLV Position: Q3 2026 in Review

WJ Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 26% in Q3 2026, buying an estimated $2.79M and bringing the position to 333,326 shares worth $13.4M. The position accounts for 5.45% of the portfolio, ranked #4.

WJ Wealth Management first reported a position in DFLV in Q1 2026 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • WJ Wealth Management held 333,326 shares of Dimensional US Large Cap Value ETF worth $13.4M as of Q3 2026.
  • WJ Wealth Management bought 67,994 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $2.79M.
  • Dimensional US Large Cap Value ETF made up 5.45% of WJ Wealth Management's portfolio in Q3 2026, its #4 holding.
  • WJ Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.