LIBERTY WEALTH MANAGEMENT LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1769302
OAKLAND, CA
All Filings in DFLV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DFLV | $12,343,447 | 397,919 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 DFLV | $12,393,842 | 405,425 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 DFLV | $12,358,846 | 411,550 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFLV | $12,714,516 | 412,675 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 DFLV | $11,520 | 696,549 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 DFLV | $11,656,543 | 388,681 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 DFLV | $10,708,716 | 395,886 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFLV | $9,887,653 | 398,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DFLV | $10,107,523 | 397,934 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFLV | $11,353,285 | 462,098 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||