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

Cyndeo 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	$4.42M	Buy	111,907 +4,418	+4%	+$169K	0.21%	119
2026 Q1	$3.84M	Sell	107,489 -3,332	-3%	-$120K	0.2%	122
2025 Q4	$3.79M	Sell	110,821 -8,216	-7%	-$274K	0.2%	111
2025 Q3	$3.92M	Buy	119,037 +3,322	+3%	+$106K	0.22%	109
2025 Q2	$3.59M	Buy	115,715 +2,888	+3%	+$85.5K	0.21%	117
2025 Q1	$3.45M	Buy	112,827 +8,379	+8%	+$259K	0.23%	119
2024 Q4	$3.14M	Buy	104,448 +2,322	+2%	+$72.6K	0.21%	123
2024 Q3	$3.15M	Buy	+102,126	New	+$3.04M	0.22%	123

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

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

Cyndeo Wealth Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.1% in Q2 2026, buying an estimated $169K and bringing the position to 111,907 shares worth $4.42M. The position accounts for 0.21% of the portfolio, ranked #119.

Cyndeo Wealth Partners first reported a position in DFLV in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Cyndeo Wealth Partners held 111,907 shares of Dimensional US Large Cap Value ETF worth $4.42M as of Q2 2026.
Cyndeo Wealth Partners bought 4,418 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $169K.
Dimensional US Large Cap Value ETF made up 0.21% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #119 holding.
Cyndeo Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q3 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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.