CIAS
CFS Investment Advisory Services’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 | $453K | Hold |
14,605
| – | – | 0.04% | 238 |
|
|
2025
Q1 | $446K | Hold |
14,605
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $439K | Hold |
14,605
| – | – | 0.04% | 223 |
|
|
2024
Q3 | $450K | Hold |
14,605
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $422K | Hold |
14,605
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $438K | Hold |
14,605
| – | – | 0.07% | 115 |
|
|
2023
Q4 | $395K | Buy |
+14,605
| New | +$395K | 0.07% | 113 |
|