JWM
DFLV icon

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

Janiczek 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
Q2 		$145 Hold
5
– – ﹤0.01% 1053
2024
Q1 		$150 Buy
+5
New +$139 ﹤0.01% 1063

Other funds holding DFLV

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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 $1.27B AUM 15.81% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

Janiczek Wealth Management's DFLV Position: Q2 2024 in Review

Janiczek Wealth Management held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2024 at 5 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Janiczek Wealth Management first reported a position in DFLV in Q1 2024 and has held it in 2 quarters since. The position peaked at $150 in Q1 2024. 200 funds tracked by Wall St. Rank hold DFLV as of Q2 2024.

  • Janiczek Wealth Management held 5 shares of Dimensional US Large Cap Value ETF worth $145 as of Q2 2024.
  • Janiczek Wealth Management left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2024.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1053 holding.
  • Janiczek Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Janiczek Wealth Management's Dimensional US Large Cap Value ETF position peaked at $150 in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.