Cyndeo 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	$3.59M	Buy	115,715 +2,888	+3%	+$89.6K	0.21%	117
2025 Q1	$3.45M	Buy	112,827 +8,379	+8%	+$256K	0.23%	119
2024 Q4	$3.14M	Buy	104,448 +2,322	+2%	+$69.7K	0.21%	123
2024 Q3	$3.15M	Buy	+102,126	New	+$3.15M	0.22%	123