FSWA
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Financial Synergies Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-33
Closed -$993 – 161
2024
Q1 		$993 Buy
+33
New +$921 ﹤0.01% 408

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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 $1.42B AUM 21.31% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Financial Synergies Wealth Advisors's DFLV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2024, closing a stake of 33 shares — an estimated $993 sold.

Financial Synergies Wealth Advisors first reported a position in DFLV in Q1 2024 and held it in 1 quarter. The position peaked at $993 in Q1 2024. 200 funds tracked by Wall St. Rank hold DFLV as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 33 Dimensional US Large Cap Value ETF shares in Q2 2024, an estimated $993.
  • Financial Synergies Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Dimensional US Large Cap Value ETF position peaked at $993 in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.