Envision Financial Planning’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 | $2.68M | Sell |
86,284
-11,614
| -12% | -$360K | 1.25% | 19 |
|
|
2025
Q1 | $2.99M | Buy |
97,898
+1,757
| +2% | +$53.7K | 1.53% | 18 |
|
|
2024
Q4 | $2.89M | Sell |
96,141
-236
| -0.2% | -$7.09K | 1.49% | 18 |
|
|
2024
Q3 | $2.97M | Buy |
96,377
+15,846
| +20% | +$488K | 1.56% | 19 |
|
|
2024
Q2 | $2.33M | Buy |
80,531
+5,144
| +7% | +$149K | 1.78% | 17 |
|
|
2024
Q1 | $2.26M | Buy |
75,387
+11,740
| +18% | +$352K | 1.83% | 17 |
|
|
2023
Q4 | $1.72M | Buy |
63,647
+5,472
| +9% | +$148K | 1.51% | 19 |
|
|
2023
Q3 | $1.44M | Buy |
+58,175
| New | +$1.44M | 1.43% | 19 |
|