Relaxing Retirement Coach’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Relaxing Retirement Coach’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	$11.3M	Buy	443,282 +118,856	+37%	+$2.92M	3.39%	7
2023 Q1	$7.97M	Buy	324,426 +237,209	+272%	+$5.96M	2.66%	9
2022 Q4	$2.14M	Buy	+87,217	New	+$2.14M	0.79%	20

Other funds holding DFLV

Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Team Hewins Redwood City, California $337M AUM 24.42% 1-Year Est. Return

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

FinDec Wealth Services Stockton, California $81.8M AUM 13.5% 1-Year Est. Return