Concurrent Investment Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Concurrent Investment Advisors’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	$789K	Buy	+19,946	New	+$764K	0.01%	1146

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

Concurrent Investment Advisors's DFLV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 19,946 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #1146 among its holdings.

392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Concurrent Investment Advisors held 19,946 shares of Dimensional US Large Cap Value ETF worth $789K as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Concurrent Investment Advisors position in Q2 2026.
Dimensional US Large Cap Value ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1146 holding.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.