Destiny 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
$29.4M Buy
947,175
+4,330
+0.5% +$134K 3.95% 3
2025
Q1
$28.8M Buy
942,845
+20,927
+2% +$640K 4.57% 3
2024
Q4
$27.7M Buy
921,918
+72,317
+9% +$2.17M 4.52% 2
2024
Q3
$26.2M Buy
849,601
+2,538
+0.3% +$78.2K 4.59% 3
2024
Q2
$24.5M Buy
+847,063
New +$24.5M 4.4% 3