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

Parkworth 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
2025 Q2	$150K	Buy	+4,848	New	+$144K	0.11%	66

Other funds holding DFLV

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Parkworth Wealth Management's DFLV Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2025: 4,848 shares worth $150K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

295 funds tracked by Wall St. Rank hold DFLV as of Q2 2025.

Parkworth Wealth Management held 4,848 shares of Dimensional US Large Cap Value ETF worth $150K as of Q2 2025.
Dimensional US Large Cap Value ETF was a new Parkworth Wealth Management position in Q2 2025.
Dimensional US Large Cap Value ETF made up 0.11% of Parkworth Wealth Management's portfolio in Q2 2025, its #66 holding.
295 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.