Cary Street Partners Investment Advisory’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$96.2K Hold
2025
Q1
$94.8K Buy
2024
Q4
Sell
2024
Q3
$285K Sell
2024
Q2
$294K Buy