Elevate Wealth Advisory’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 | $3.3M | Sell |
106,355
-3,301
| -3% | -$102K | 2.35% | 13 |
|
|
2025
Q1 | $3.35M | Buy |
109,656
+3,034
| +3% | +$92.8K | 2.37% | 13 |
|
|
2024
Q4 | $3.12M | Buy |
106,622
+5,947
| +6% | +$174K | 2.34% | 13 |
|
|
2024
Q3 | $3.1M | Sell |
100,675
-27
| -0% | -$832 | 2.3% | 13 |
|
|
2024
Q2 | $2.91M | Buy |
100,702
+6,154
| +7% | +$178K | 2.36% | 13 |
|
|
2024
Q1 | $2.84M | Buy |
94,548
+14,679
| +18% | +$440K | 2.47% | 13 |
|
|
2023
Q4 | $2.16M | Buy |
+79,869
| New | +$2.16M | 1.98% | 16 |
|