M Holdings Securities, Inc.
Broker-DealerPosition in DFLV — Dimensional US Large Cap Value ETF
CIK 1569638
PORTLAND, OR
All Filings in DFLV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFLV | $3,402,520 | 95,282 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 DFLV | $3,343,069 | 97,722 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 DFLV | $1,264,478 | 38,434 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 DFLV | $1,107,227 | 35,694 | Shares | Sole | 2025-08-13 | |
| 2023-12-31 DFLV | $3,613,176 | 133,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFLV | $3,426,261 | 138,100 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 DFLV | $1,347,520 | 53,052 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 DFLV | $1,916,455 | 78,003 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||