Creative Planning’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 | $1.16M | Sell |
37,544
-20,339
| -35% | -$631K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $1.77M | Buy |
57,883
+3,220
| +6% | +$98.4K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $1.64M | Sell |
54,663
-3,459
| -6% | -$104K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $1.79M | Buy |
58,122
+3,529
| +6% | +$109K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $1.58M | Buy |
54,593
+36,739
| +206% | +$1.06M | ﹤0.01% | 1112 |
|
|
2024
Q1 | $535K | Buy |
+17,854
| New | +$535K | ﹤0.01% | 1799 |
|