AP
DFLV icon

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

Americana 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
2024
Q4 		– Sell
-10,623
Closed -$327K – 388
2024
Q3 		$327K Hold
10,623
– – 0.02% 299
2024
Q2 		$307K Hold
10,623
– – 0.02% 289
2024
Q1 		$319K Hold
10,623
– – 0.03% 281
2023
Q4 		$287K Hold
10,623
– – 0.03% 263
2023
Q3 		$264K Buy
+10,623
New +$272K 0.03% 254

Other funds holding DFLV

SC
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Americana Partners's DFLV Position: Q4 2024 in Review

Americana Partners sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2024, closing a stake of 10,623 shares — an estimated $327K sold.

Americana Partners first reported a position in DFLV in Q3 2023 and held it in 5 quarters. The position peaked at $327K in Q3 2024. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Americana Partners reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Americana Partners sold 10,623 Dimensional US Large Cap Value ETF shares in Q4 2024, an estimated $327K.
  • Americana Partners first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and held it in 5 quarters.
  • Americana Partners's Dimensional US Large Cap Value ETF position peaked at $327K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Americana Partners's 13F filing for Q4 2024, filed 31 Jan 2025.