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

Dopkins 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
2024
Q3 		– Sell
-7,117
Closed -$206K – 74
2024
Q2 		$206K Buy
7,117
+28
+0.4% +$814 0.13% 78
2024
Q1 		$213K Buy
+7,089
New +$198K 0.13% 73

Other funds holding DFLV

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
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

Dopkins Wealth Management's DFLV Position: Q3 2024 in Review

Dopkins Wealth Management sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2024, closing a stake of 7,117 shares — an estimated $206K sold.

Dopkins Wealth Management first reported a position in DFLV in Q1 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 214 funds tracked by Wall St. Rank hold DFLV as of Q3 2024.

  • Dopkins Wealth Management reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Dopkins Wealth Management sold 7,117 Dimensional US Large Cap Value ETF shares in Q3 2024, an estimated $206K.
  • Dopkins Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Dopkins Wealth Management's Dimensional US Large Cap Value ETF position peaked at $213K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2024.

Based on Dopkins Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.