Parkwoods Wealth Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Parkwoods Wealth 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	$3.26M	Buy	82,407 +53,477	+185%	+$2.05M	0.52%	35
2026 Q1	$1.03M	Buy	28,930 +64	+0.2%	+$2.31K	0.25%	41
2025 Q4	$988K	Buy	28,866 +2,165	+8%	+$72.1K	0.29%	39
2025 Q3	$878K	Buy	26,701 +9,885	+59%	+$316K	0.3%	34
2025 Q2	$522K	Buy	+16,816	New	+$498K	0.3%	28

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

Parkwoods Wealth Partners's DFLV Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Large Cap Value ETF (DFLV) stake by 185% in Q2 2026, buying an estimated $2.05M and bringing the position to 82,407 shares worth $3.26M. The position accounts for 0.52% of the portfolio, ranked #35.

Parkwoods Wealth Partners first reported a position in DFLV in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Parkwoods Wealth Partners held 82,407 shares of Dimensional US Large Cap Value ETF worth $3.26M as of Q2 2026.
Parkwoods Wealth Partners bought 53,477 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $2.05M.
Dimensional US Large Cap Value ETF made up 0.52% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #35 holding.
Parkwoods Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.