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Hutchens & Kramer Investment Management Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Hutchens & Kramer Investment Management Group’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
-9,707
Closed -$290K – 151
2024
Q1 		$290K Hold
9,707
– – 0.17% 103
2023
Q4 		$263K Sell
9,707
-5,308
-35% -$134K 0.19% 92
2023
Q3 		$369K Sell
15,015
-1,048
-7% -$26.9K 0.29% 64
2023
Q2 		$408K Sell
16,063
-4,598
-22% -$113K 0.33% 59
2023
Q1 		$508K Buy
+20,661
New +$519K 0.44% 53

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

Hutchens & Kramer Investment Management Group's DFLV Position: Q2 2024 in Review

Hutchens & Kramer Investment Management Group sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2024, closing a stake of 9,707 shares — an estimated $290K sold.

Hutchens & Kramer Investment Management Group first reported a position in DFLV in Q1 2023 and held it in 5 quarters. The position peaked at $508K in Q1 2023. 200 funds tracked by Wall St. Rank hold DFLV as of Q2 2024.

  • Hutchens & Kramer Investment Management Group reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 9,707 Dimensional US Large Cap Value ETF shares in Q2 2024, an estimated $290K.
  • Hutchens & Kramer Investment Management Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and held it in 5 quarters.
  • Hutchens & Kramer Investment Management Group's Dimensional US Large Cap Value ETF position peaked at $508K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2024, filed 12 Jul 2024.