Compass Financial Group (Florida)’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
Q3 | $2.72M | Buy |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $502K | Buy |
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