V
DFLV icon

Veritable’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Veritable’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
Q3 		– Sell
-55,565
Closed -$1.41M – 204
2023
Q2 		$1.41M Buy
55,565
+31,605
+132% +$776K 0.02% 299
2023
Q1 		$589K Buy
+23,960
New +$602K 0.01% 490

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 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
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Veritable's DFLV Position: Q3 2023 in Review

Veritable sold out of Dimensional US Large Cap Value ETF (DFLV) in Q3 2023, closing a stake of 55,565 shares — an estimated $1.41M sold.

Veritable first reported a position in DFLV in Q1 2023 and held it in 2 quarters. The position peaked at $1.41M in Q2 2023. 121 funds tracked by Wall St. Rank hold DFLV as of Q3 2023.

  • Veritable reported no remaining Dimensional US Large Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 55,565 Dimensional US Large Cap Value ETF shares in Q3 2023, an estimated $1.41M.
  • Veritable first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • Veritable's Dimensional US Large Cap Value ETF position peaked at $1.41M in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.