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DLX icon

WealthCollab’s Deluxe DLX Stock Holding History

WealthCollab’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6K Hold
422
– – ﹤0.01% 504
2025
Q4 		$9.42K Hold
422
– – ﹤0.01% 581
2025
Q3 		$8.17K Hold
422
– – ﹤0.01% 578
2025
Q2 		$6.71K Sell
422
-28
-6% -$422 ﹤0.01% 573
2025
Q1 		$7.12K Hold
450
– – ﹤0.01% 538
2024
Q4 		$10.2K Hold
450
– – 0.01% 440
2024
Q3 		$8.77K Hold
450
– – 0.01% 490
2024
Q2 		$10.1K Hold
450
– – 0.01% 431
2024
Q1 		$9.27K Hold
450
– – 0.01% 450
2023
Q4 		$9.65K Buy
+450
New +$8.38K 0.01% 426

Other funds holding DLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return