GRP
DFLV icon

Global Retirement Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Global Retirement 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 		$161K Buy
+4,076
New +$156K ﹤0.01% 1722
2025
Q4 		$137K Buy
4,003
+2,026
+102% +$67.5K ﹤0.01% 1705
2025
Q3 		$65K Hold
1,977
– – ﹤0.01% 1751
2025
Q2 		$61.3K Buy
+1,977
New +$58.5K ﹤0.01% 1661
2024
Q4 		$54.9K Hold
1,827
– – ﹤0.01% 1581
2024
Q3 		$56.3K Hold
1,827
– – ﹤0.01% 1508
2024
Q2 		$52.8K Buy
+1,827
New +$53.1K ﹤0.01% 1512

Other funds holding DFLV

SC
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Global Retirement Partners's DFLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 4,076 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DFLV as recently as Q4 2025.

Global Retirement Partners first reported a position in DFLV in Q2 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Global Retirement Partners held 4,076 shares of Dimensional US Large Cap Value ETF worth $161K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1722 holding.
  • Global Retirement Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.