EXENCIAL WEALTH ADVISORS, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1576151
OKLAHOMA CITY, OK
All Filings in DFLV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFLV | $9,597,165 | 331,967 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFLV | $8,263,084 | 275,528 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 DFLV | $4,249,068 | 157,082 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFLV | $1,785,476 | 71,966 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 DFLV | $1,685,645 | 66,364 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||