Steward Partners Investment Advisory, LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1723397
STAMFORD, CT
All Filings in DFLV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFLV | $99,448 | 2,907 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 DFLV | $95,640 | 2,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 DFLV | $90,175 | 2,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DFLV | $1,151,296 | 37,661 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DFLV | $283,122 | 9,428 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 DFLV | $205,287 | 6,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFLV | $176,726 | 6,113 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DFLV | $188,187 | 6,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFLV | $167,033 | 6,175 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 DFLV | $160,024 | 6,450 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||