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Sanctuary Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Sanctuary 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
Q4 		$4.19M Buy
139,588
+71,758
+106% +$2.24M 2.77% 12
2024
Q3 		$2.09M Buy
67,830
+26,025
+62% +$775K 1.49% 16
2024
Q2 		$1.21M Buy
41,805
+14,391
+52% +$419K 0.91% 20
2024
Q1 		$822K Buy
+27,414
New +$765K 0.67% 23

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Sanctuary Wealth Management's DFLV Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 106% in Q4 2024, buying an estimated $2.24M and bringing the position to 139,588 shares worth $4.19M. The position accounts for 2.77% of the portfolio, ranked #12.

Sanctuary Wealth Management first reported a position in DFLV in Q1 2024 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold DFLV as of Q4 2024.

  • Sanctuary Wealth Management held 139,588 shares of Dimensional US Large Cap Value ETF worth $4.19M as of Q4 2024.
  • Sanctuary Wealth Management bought 71,758 Dimensional US Large Cap Value ETF shares in Q4 2024, an estimated $2.24M.
  • Dimensional US Large Cap Value ETF made up 2.77% of Sanctuary Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Sanctuary Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.