Investmark Advisory Group LLC
Position in DFLV — Dimensional US Large Cap Value ETF
CIK 1926349
Shelton, CT
All Filings in DFLV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DFLV | $2,699,205 | 87,015 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 DFLV | $2,373,852 | 77,653 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFLV | $2,326,364 | 77,468 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 DFLV | $2,271,960 | 73,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFLV | $2,044,919 | 70,734 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFLV | $1,994,604 | 66,509 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 DFLV | $1,186,358 | 43,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DFLV | $684,160 | 27,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DFLV | $519,176 | 20,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFLV | $291,068 | 11,847 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||