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Dfa Us L/c Value shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Dfa Us L/c Value (DFLVX) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Dfa Us L/c Value

Tip: Access up to 7 years of quarterly data

All positions including Dfa Us L/c Value held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Us L/c Value by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 5.8k 35.71

More positions owned by VSM Wealth Advisory

Vanguard Large-cap Indexfund Etf Shares Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VCSH)
Vanguard Mega Cap Index Fund Etf Shares Etf (MGC)
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding Dfa Us L/c Value

Wall Street Access Asset Management
Williams Jones Wealth Management
VSM Wealth Advisory
Coston, McIsaac & Partners
Motiv8 Investments
Westside Investment Management
Oakworth Capital

View all funds holding Dfa Us L/c Value