AWM
Avondale Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,019
| Closed | -$92.3K | – | 115 |
|
|
2025
Q1 | $92.3K | Buy |
3,019
+225
| +8% | +$6.88K | 0.06% | 70 |
|
|
2024
Q4 | $83.9K | Hold |
2,794
| – | – | 0.05% | 69 |
|
|
2024
Q3 | $86.1K | Hold |
2,794
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $80.8K | Hold |
2,794
| – | – | 0.06% | 72 |
|
|
2024
Q1 | $83.8K | Hold |
2,794
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $75.6K | Buy |
2,794
+2,069
| +285% | +$56K | 0.06% | 67 |
|
|
2023
Q3 | $18K | Buy |
+725
| New | +$18K | 0.02% | 104 |
|