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DFLV icon

Claris Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Claris Advisors’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
-478
Closed -$14.7K – 352
2024
Q3 		$14.7K Buy
+478
New +$14.2K 0.01% 198

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

Claris Advisors's DFLV Position: Q4 2024 in Review

Claris Advisors sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2024, closing a stake of 478 shares — an estimated $14.7K sold.

Claris Advisors first reported a position in DFLV in Q3 2024 and held it in 1 quarter. The position peaked at $14.7K in Q3 2024. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Claris Advisors reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 478 Dimensional US Large Cap Value ETF shares in Q4 2024, an estimated $14.7K.
  • Claris Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Dimensional US Large Cap Value ETF position peaked at $14.7K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.