Ownership history in Avior Wealth Management, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in DIMENSIONAL US LARGE CAP VALUE ETF (DFLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 9,415 | -20,352 | -68.4% | 0.01% | $310K | $32.77 |
| 2025 Q2 | REDUCED | 29,767 | -90,309 | -75.2% | 0.03% | $923K | $30.76 |
| 2025 Q1 | REDUCED | 120,076 | -12,332 | -9.3% | 0.14% | $3.7M | $30.17 |
| 2024 Q4 | ADDED | 132,408 | +60,807 | +84.9% | 0.15% | $4.0M | $29.52 |
| 2024 Q3 | ADDED | 71,601 | +59,472 | +490.3% | 0.09% | $2.2M | $30.14 |
| 2024 Q2 | INITIATED | 12,129 | — | — | 0.02% | $351K | — |
As of 2025 Q4 — sorted by position size