EP Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242M | Buy |
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|
2025
Q1 | $198M | Buy |
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|
2024
Q4 | $152M | Buy |
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|
2024
Q3 | $107M | Buy |
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|
2024
Q2 | $77M | Buy |
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|
2024
Q1 | $68.5M | Buy |
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|
2023
Q4 | $52.5M | Buy |
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|
2023
Q3 | $35.8M | Buy |
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|
2023
Q2 | $19.5M | Hold |
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|
2023
Q1 | $32.8M | Buy |
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|
2022
Q4 | $2.69M | Buy |
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