Cherry Tree Wealth Management’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 | $33.8K | Hold |
1,089
| – | – | 0.01% | 285 |
|
|
2025
Q1 | $33.3K | Hold |
1,089
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $32.7K | Hold |
1,089
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $33.6K | Hold |
1,089
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $31.5K | Sell |
1,089
-179
| -14% | -$5.18K | 0.01% | 288 |
|
|
2024
Q1 | $38K | Hold |
1,268
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $34.3K | Hold |
1,268
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $31.5K | Hold |
1,268
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $32.2K | Buy |
+1,268
| New | +$32.2K | 0.01% | 255 |
|