Avantax Planning Partners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Hold |
133,712
| – | – | 0.13% | 96 |
|
|
2025
Q1 | $4.09M | Buy |
133,712
+907
| +0.7% | +$27.7K | 0.14% | 90 |
|
|
2024
Q4 | $3.99M | Sell |
132,805
-848
| -0.6% | -$25.5K | 0.14% | 92 |
|
|
2024
Q3 | $4.12M | Buy |
133,653
+346
| +0.3% | +$10.7K | 0.15% | 90 |
|
|
2024
Q2 | $3.85M | Hold |
133,307
| – | – | 0.12% | 97 |
|
|
2024
Q1 | $4M | Buy |
+133,307
| New | +$4M | 0.13% | 99 |
|