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Tempus Wealth Planning’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-7,935
Closed -$215K – 196
2023
Q4 		$215K Sell
7,935
-337
-4% -$8.48K 0.09% 180
2023
Q3 		$205K Buy
8,272
+53
+0.6% +$1.36K 0.1% 157
2023
Q2 		$209K Buy
+8,219
New +$202K 0.09% 176

Other funds holding DFLV

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Tempus Wealth Planning's DFLV Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Dimensional US Large Cap Value ETF (DFLV) in Q1 2024, closing a stake of 7,935 shares — an estimated $215K sold.

Tempus Wealth Planning first reported a position in DFLV in Q2 2023 and held it in 3 quarters. The position peaked at $215K in Q4 2023. 175 funds tracked by Wall St. Rank hold DFLV as of Q1 2024.

  • Tempus Wealth Planning reported no remaining Dimensional US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 7,935 Dimensional US Large Cap Value ETF shares in Q1 2024, an estimated $215K.
  • Tempus Wealth Planning first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and held it in 3 quarters.
  • Tempus Wealth Planning's Dimensional US Large Cap Value ETF position peaked at $215K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.