Dfa Us L/c Value shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Dfa Us L/c Value (DFLVX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Dfa Us L/c Value
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All positions including Dfa Us L/c Value held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dfa Us L/c Value by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $608k | 10k | 58.37 |
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