Clearstead Advisors’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	$22.6K	Hold	727	–	–	﹤0.01%	1568
2025 Q1	$22.2K	Hold	727	–	–	﹤0.01%	1397
2024 Q4	$21.8K	Buy	+727	New	+$21.8K	﹤0.01%	1355
2024 Q1	–	Sell	-17	Closed	-$460	–	1559
2023 Q4	$460	Buy	+17	New	+$460	﹤0.01%	1463