Concord Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Concord Wealth Partners’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	$26.9K	Buy	671 +2	+0.3%	+$82	﹤0.01%	431
2026 Q2	$26.4K	Buy	+669	New	+$25.6K	﹤0.01%	448
2026 Q1	–	Sell	-315	Closed	-$10.8K	–	333
2025 Q4	$10.8K	Buy	315 +151	+92%	+$5.03K	﹤0.01%	523
2025 Q3	$5.41K	Hold	164	–	–	﹤0.01%	609
2025 Q2	$5.1K	Hold	164	–	–	﹤0.01%	631
2025 Q1	$5.02K	Sell	164 -461	-74%	-$14.2K	﹤0.01%	582
2024 Q4	$18.8K	Buy	625 +3	+0.5%	+$94	﹤0.01%	465
2024 Q3	$19.2K	Buy	622 +2	+0.3%	+$60	﹤0.01%	477
2024 Q2	$17.9K	Buy	+620	New	+$18K	﹤0.01%	444

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $1.53B AUM 18.82% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Concord Wealth Partners's DFLV Position: Q3 2026 in Review

Concord Wealth Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.3% in Q3 2026, buying an estimated $82 and bringing the position to 671 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Concord Wealth Partners first reported a position in DFLV in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Concord Wealth Partners held 671 shares of Dimensional US Large Cap Value ETF worth $26.9K as of Q3 2026.
Concord Wealth Partners bought 2 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $82.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #431 holding.
Concord Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
373 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.