UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in DFVX — Dimensional US Large Cap Vector ETF
CIK 2011649
PITTSBURGH, PA
All Filings in DFVX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFVX | $2,990,728 | 40,225 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 DFVX | $3,217,278 | 44,242 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 DFVX | $4,733,839 | 68,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DFVX | $4,570,352 | 71,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFVX | $5,460,202 | 83,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFVX | $5,280,528 | 80,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFVX | $2,201,675 | 35,448 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFVX | $1,927,994 | 30,777 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFVX | $1,231,469 | 21,931 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||