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Dopkins Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Dopkins Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,117
Closed -$206K – 74
2024
Q2 		$206K Buy
7,117
+28
+0.4% +$809 0.13% 78
2024
Q1 		$213K Buy
+7,089
New +$213K 0.13% 73