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 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	$5.03K	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 $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 $72.2B AUM 27.85% 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

Concord Wealth Partners's DFLV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 669 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DFLV as recently as Q4 2025.

Concord Wealth Partners first reported a position in DFLV in Q2 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Concord Wealth Partners held 669 shares of Dimensional US Large Cap Value ETF worth $26.4K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #448 holding.
Concord Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.