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Parkside Financial Bank & Trust’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Parkside Financial Bank & Trust’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 		$76.5K Hold
1,934
– – 0.01% 858
2026
Q1 		$69.1K Hold
1,934
– – 0.01% 835
2025
Q4 		$66.2K Sell
1,934
-175
-8% -$5.83K ﹤0.01% 857
2025
Q3 		$69.4K Hold
2,109
– – 0.01% 804
2025
Q2 		$65.4K Hold
2,109
– – 0.01% 801
2025
Q1 		$64.5K Buy
2,109
+999
+90% +$30.9K 0.01% 742
2024
Q4 		$33.3K Hold
1,110
– – ﹤0.01% 940
2024
Q3 		$34.2K Hold
1,110
– – ﹤0.01% 899
2024
Q2 		$32.1K Hold
1,110
– – 0.01% 899
2024
Q1 		$33.3K Hold
1,110
– – 0.01% 891
2023
Q4 		$30K Hold
1,110
– – 0.01% 851
2023
Q3 		$27.5K Hold
1,110
– – 0.01% 803
2023
Q2 		$28.2K Hold
1,110
– – 0.01% 784
2023
Q1 		$27.3K Buy
+1,110
New +$27.9K 0.01% 789

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

Parkside Financial Bank & Trust's DFLV Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2026 at 1,934 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #858.

Parkside Financial Bank & Trust first reported a position in DFLV in Q1 2023 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,934 shares of Dimensional US Large Cap Value ETF worth $76.5K as of Q2 2026.
  • Parkside Financial Bank & Trust left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Value ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #858 holding.
  • Parkside Financial Bank & Trust first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.