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Loring Wolcott & Coolidge Fiduciary Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-368
Closed -$11.4K – 569
2024
Q3 		$11.4K Buy
+368
New +$11K ﹤0.01% 492

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DFLV Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dimensional US Large Cap Value ETF (DFLV) in Q4 2024, closing a stake of 368 shares — an estimated $11.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DFLV in Q3 2024 and held it in 1 quarter. The position peaked at $11.4K in Q3 2024. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dimensional US Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 368 Dimensional US Large Cap Value ETF shares in Q4 2024, an estimated $11.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Dimensional US Large Cap Value ETF position peaked at $11.4K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.