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DFLV icon

Regal Wealth Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Regal Wealth 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
2023
Q4 		$22.1M Sell
822,968
-3,411
-0.4% -$85.8K 13.65% 2
2023
Q3 		$20.5M Buy
826,379
+13,851
+2% +$355K 14% 2
2023
Q2 		$20.4M Buy
812,528
+611,581
+304% +$15M 13.38% 2
2023
Q1 		$5.02M Buy
+200,947
New +$5.05M 3.57% 6

Other funds holding DFLV

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Wealth Group's DFLV Position: Q4 2023 in Review

Regal Wealth Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 0.41% in Q4 2023, selling an estimated $85.8K and leaving 822,968 shares worth $22.1M. The position accounts for 13.65% of the portfolio, ranked #2.

Regal Wealth Group first reported a position in DFLV in Q1 2023 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold DFLV as of Q4 2023.

  • Regal Wealth Group held 822,968 shares of Dimensional US Large Cap Value ETF worth $22.1M as of Q4 2023.
  • Regal Wealth Group sold 3,411 Dimensional US Large Cap Value ETF shares in Q4 2023, an estimated $85.8K.
  • Dimensional US Large Cap Value ETF made up 13.65% of Regal Wealth Group's portfolio in Q4 2023, its #2 holding.
  • Regal Wealth Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.