ML&R Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

ML&R 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 Q1	$256K	Buy	+8,544	New	+$238K	0.06%	60

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

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

ML&R Wealth Management's DFLV Position: Q1 2024 in Review

ML&R Wealth Management opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q1 2024: 8,544 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #60 among its holdings.

175 funds tracked by Wall St. Rank hold DFLV as of Q1 2024.

ML&R Wealth Management held 8,544 shares of Dimensional US Large Cap Value ETF worth $256K as of Q1 2024.
Dimensional US Large Cap Value ETF was a new ML&R Wealth Management position in Q1 2024.
Dimensional US Large Cap Value ETF made up 0.06% of ML&R Wealth Management's portfolio in Q1 2024, its #60 holding.
175 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.