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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

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $84.6M AUM 16.09% 1-Year Est. Return

Relaxing Retirement Coach's DFLV Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional US Large Cap Value ETF (DFLV) stake by 37% in Q2 2023, buying an estimated $2.92M and bringing the position to 443,282 shares worth $11.3M. The position accounts for 3.39% of the portfolio, ranked #7.

Relaxing Retirement Coach first reported a position in DFLV in Q4 2022 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold DFLV as of Q2 2023.

  • Relaxing Retirement Coach held 443,282 shares of Dimensional US Large Cap Value ETF worth $11.3M as of Q2 2023.
  • Relaxing Retirement Coach bought 118,856 Dimensional US Large Cap Value ETF shares in Q2 2023, an estimated $2.92M.
  • Dimensional US Large Cap Value ETF made up 3.39% of Relaxing Retirement Coach's portfolio in Q2 2023, its #7 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.