DPW
DiNuzzo Private Wealth’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.4M | Buy |
1,818,553
+30,340
| +2% | +$941K | 6.7% | 4 |
|
2025
Q1 | $54.7M | Sell |
1,788,213
-11,189
| -0.6% | -$342K | 6.88% | 4 |
|
2024
Q4 | $54M | Sell |
1,799,402
-29,703
| -2% | -$892K | 6.84% | 4 |
|
2024
Q3 | $56.4M | Sell |
1,829,105
-22,972
| -1% | -$708K | 6.95% | 4 |
|
2024
Q2 | $53.5M | Sell |
1,852,077
-19,288
| -1% | -$558K | 7.23% | 4 |
|
2024
Q1 | $56.1M | Sell |
1,871,365
-10,587
| -0.6% | -$318K | 7.57% | 4 |
|
2023
Q4 | $50.9M | Buy |
+1,881,952
| New | +$50.9M | 7.23% | 4 |
|