FCI
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Financial Counselors Inc’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Financial Counselors Inc’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
Q1 		– Sell
-62,938
Closed -$1.7M – 581
2023
Q4 		$1.7M Buy
62,938
+39,169
+165% +$986K 0.03% 281
2023
Q3 		$590K Buy
+23,769
New +$609K 0.01% 372

Other funds holding DFLV

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Financial Counselors Inc's DFLV Position: Q1 2024 in Review

Financial Counselors Inc sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2024, closing a stake of 62,938 shares — an estimated $1.7M sold.

Financial Counselors Inc first reported a position in DFLV in Q3 2023 and held it in 2 quarters. The position peaked at $1.7M in Q4 2023. 175 funds tracked by Wall St. Rank hold DFLV as of Q1 2024.

  • Financial Counselors Inc reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 62,938 Dimensional US Large Cap Value ETF shares in Q1 2024, an estimated $1.7M.
  • Financial Counselors Inc first reported a position in Dimensional US Large Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Financial Counselors Inc's Dimensional US Large Cap Value ETF position peaked at $1.7M in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2024.

Based on Financial Counselors Inc's 13F filing for Q1 2024, filed 2 May 2024.