NFP
DFLV icon

NorthLanding Financial Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

NorthLanding Financial Partners’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
2023
Q2 		– Sell
-8,320
Closed -$204K – 37
2023
Q1 		$204K Buy
+8,320
New +$209K 0.14% 65

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MFWP
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TI
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RWG
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EWA
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MG
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TH
Team Hewins Redwood City, California $337M AUM 24.42% 1-Year Est. Return
W
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FWS
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NorthLanding Financial Partners's DFLV Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of Dimensional US Large Cap Value ETF (DFLV) in Q2 2023, closing a stake of 8,320 shares — an estimated $204K sold.

NorthLanding Financial Partners first reported a position in DFLV in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 102 funds tracked by Wall St. Rank hold DFLV as of Q2 2023.

  • NorthLanding Financial Partners reported no remaining Dimensional US Large Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • NorthLanding Financial Partners sold 8,320 Dimensional US Large Cap Value ETF shares in Q2 2023, an estimated $204K.
  • NorthLanding Financial Partners first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • NorthLanding Financial Partners's Dimensional US Large Cap Value ETF position peaked at $204K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.