EverSource Wealth Advisors’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 | $21.7K | Sell |
700
-706
| -50% | -$21.9K | ﹤0.01% | 2219 |
|
|
2025
Q1 | $43K | Sell |
1,406
-2,561
| -65% | -$78.3K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $119K | Buy |
3,967
+2,782
| +235% | +$83.5K | 0.01% | 852 |
|
|
2024
Q3 | $36.5K | Hold |
1,185
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q2 | $35.9K | Sell |
1,185
-1,360
| -53% | -$41.2K | ﹤0.01% | 1251 |
|
|
2024
Q1 | $73K | Hold |
2,545
| – | – | 0.01% | 833 |
|
|
2023
Q4 | $68.8K | Buy |
+2,545
| New | +$68.8K | 0.01% | 775 |
|