Parkshore Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Parkshore Wealth Management’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 Q3	$666K	Sell	16,576 -1,663	-9%	-$68.3K	0.17%	37
2026 Q2	$721K	Sell	18,239 -750	-4%	-$28.7K	0.21%	35
2026 Q1	$678K	Buy	18,989 +1,551	+9%	+$55.9K	0.23%	39
2025 Q4	$597K	Buy	17,438 +1,067	+7%	+$35.5K	0.22%	39
2025 Q3	$539K	Sell	16,371 -57	-0.3%	-$1.82K	0.22%	44
2025 Q2	$510K	Buy	16,428 +272	+2%	+$8.05K	0.25%	42
2025 Q1	$494K	Sell	16,156 -309	-2%	-$9.5K	0.29%	39
2024 Q4	$494K	Buy	+16,465	New	+$515K	0.3%	44

Other funds holding DFLV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Parkshore Wealth Management's DFLV Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 9.1% in Q3 2026, selling an estimated $68.3K and leaving 16,576 shares worth $666K. The position accounts for 0.17% of the portfolio, ranked #37.

Parkshore Wealth Management first reported a position in DFLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $721K in Q2 2026. 249 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Parkshore Wealth Management held 16,576 shares of Dimensional US Large Cap Value ETF worth $666K as of Q3 2026.
Parkshore Wealth Management sold 1,663 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $68.3K.
Dimensional US Large Cap Value ETF made up 0.17% of Parkshore Wealth Management's portfolio in Q3 2026, its #37 holding.
Parkshore Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Dimensional US Large Cap Value ETF position peaked at $721K in Q2 2026.
249 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.