AWM
DFLV icon

Aegis Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Aegis Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$613K Hold
20,039
– – 0.37% 52
2025
Q1 		$613K Buy
20,039
+8,531
+74% +$261K 0.36% 55
2024
Q4 		$346K Buy
+11,508
New +$346K 0.23% 70