Morris Financial Concepts’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Morris Financial Concepts’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	$4.9M	Buy	124,011 +4,543	+4%	+$174K	1.5%	14
2026 Q1	$4.27M	Buy	119,468 +32,834	+38%	+$1.18M	1.45%	14
2025 Q4	$2.96M	Buy	86,634 +6,337	+8%	+$211K	1.04%	19
2025 Q3	$2.64M	Buy	80,297 +13,645	+20%	+$436K	0.95%	21
2025 Q2	$2.07M	Buy	66,652 +7,573	+13%	+$224K	0.82%	22
2025 Q1	$1.81M	Buy	59,079 +6,178	+12%	+$191K	0.76%	24
2024 Q4	$1.59M	Buy	52,901 +3,322	+7%	+$104K	0.68%	25
2024 Q3	$1.53M	Buy	49,579 +2,658	+6%	+$79.2K	0.66%	27
2024 Q2	$1.36M	Buy	46,921 +20,095	+75%	+$584K	0.65%	28
2024 Q1	$805K	Buy	26,826 +1,564	+6%	+$43.6K	0.41%	39
2023 Q4	$683K	Buy	25,262 +10,788	+75%	+$271K	0.39%	40
2023 Q3	$359K	Buy	14,474 +2,208	+18%	+$56.6K	0.24%	57
2023 Q2	$312K	Buy	12,266 +6,577	+116%	+$161K	0.2%	65
2023 Q1	$140K	Buy	5,689 +5,106	+876%	+$128K	0.1%	88
2022 Q4	$14.3K	Buy	+583	New	+$14.3K	0.01%	112

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

Morris Financial Concepts's DFLV Position: Q2 2026 in Review

Morris Financial Concepts increased its Dimensional US Large Cap Value ETF (DFLV) stake by 3.8% in Q2 2026, buying an estimated $174K and bringing the position to 124,011 shares worth $4.9M. The position accounts for 1.5% of the portfolio, ranked #14.

Morris Financial Concepts first reported a position in DFLV in Q4 2022 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Morris Financial Concepts held 124,011 shares of Dimensional US Large Cap Value ETF worth $4.9M as of Q2 2026.
Morris Financial Concepts bought 4,543 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $174K.
Dimensional US Large Cap Value ETF made up 1.5% of Morris Financial Concepts's portfolio in Q2 2026, its #14 holding.
Morris Financial Concepts first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.