Farther Finance Advisors’s Deluxe DLX Stock Holding History

Farther Finance Advisors’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.1K	Buy	792 +34	+4%	+$889	﹤0.01%	3587
2025 Q4	$16.9K	Buy	758 +729	+2,514%	+$14.7K	﹤0.01%	3544
2025 Q3	$561	Buy	29 +16	+123%	+$291	﹤0.01%	4512
2025 Q2	$207	Sell	13 -42	-76%	-$632	﹤0.01%	4199
2025 Q1	$872	Sell	55 -7	-11%	-$133	﹤0.01%	3655
2024 Q4	$1.4K	Hold	62	–	–	﹤0.01%	3141
2024 Q3	$1.21K	Buy	62 +7	+13%	+$146	﹤0.01%	3178
2024 Q2	$1.21K	Hold	55	–	–	﹤0.01%	2998
2024 Q1	$1.11K	Sell	55 -22	-29%	-$437	﹤0.01%	2729
2023 Q4	$1.65K	Buy	77 +50	+185%	+$931	﹤0.01%	2511
2023 Q3	$510	Hold	27	–	–	﹤0.01%	2267
2023 Q2	$472	Hold	27	–	–	﹤0.01%	2171
2023 Q1	$432	Sell	27 -35	-56%	-$638	﹤0.01%	2043
2022 Q4	$1.05K	Buy	+62	New	+$1.1K	﹤0.01%	1637

Other funds holding DLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return