PA
DFLV icon

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

Parallel 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
2025
Q1 		– Sell
-128
Closed -$3.84K – 3550
2024
Q4 		$3.84K Buy
+128
New +$4K ﹤0.01% 2735

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Parallel Advisors's DFLV Position: Q1 2025 in Review

Parallel Advisors sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2025, closing a stake of 128 shares — an estimated $3.84K sold.

Parallel Advisors first reported a position in DFLV in Q4 2024 and held it in 1 quarter. The position peaked at $3.84K in Q4 2024. 272 funds tracked by Wall St. Rank hold DFLV as of Q1 2025.

  • Parallel Advisors reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 128 Dimensional US Large Cap Value ETF shares in Q1 2025, an estimated $3.84K.
  • Parallel Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Parallel Advisors's Dimensional US Large Cap Value ETF position peaked at $3.84K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.