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

Triad 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	$329K	Sell	8,038 -2,848	-26%	-$109K	0.02%	424
2026 Q1	$389K	Sell	10,886 -3,374	-24%	-$122K	0.03%	333
2025 Q4	$488K	Sell	14,260 -1,391	-9%	-$46.3K	0.05%	275
2025 Q3	$515K	Buy	15,651 +930	+6%	+$29.7K	0.07%	202
2025 Q2	$457K	Buy	14,721 +7,976	+118%	+$236K	0.09%	166
2025 Q1	$206K	Buy	+6,745	New	+$208K	0.06%	207

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

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

Triad Wealth Partners reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 26% in Q2 2026, selling an estimated $109K and leaving 8,038 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #424.

Triad Wealth Partners first reported a position in DFLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $515K in Q3 2025. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Triad Wealth Partners held 8,038 shares of Dimensional US Large Cap Value ETF worth $329K as of Q2 2026.
Triad Wealth Partners sold 2,848 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $109K.
Dimensional US Large Cap Value ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #424 holding.
Triad Wealth Partners first reported a position in Dimensional US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Triad Wealth Partners's Dimensional US Large Cap Value ETF position peaked at $515K in Q3 2025.
393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.