Concord Wealth Partners’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	$5.1K	Hold	164	–	–	﹤0.01%	631
2025 Q1	$5.03K	Sell	164 -461	-74%	-$14.1K	﹤0.01%	581
2024 Q4	$18.8K	Buy	625 +3	+0.5%	+$90	﹤0.01%	465
2024 Q3	$19.2K	Buy	622 +2	+0.3%	+$62	﹤0.01%	477
2024 Q2	$17.9K	Buy	+620	New	+$17.9K	﹤0.01%	444