Family CFO’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 | $214K | Hold |
6,904
| – | – | 0.11% | 32 |
|
|
2025
Q1 | $211K | Hold |
6,904
| – | – | 0.12% | 30 |
|
|
2024
Q4 | $207K | Sell |
6,904
-1,556
| -18% | -$46.7K | 0.11% | 29 |
|
|
2024
Q3 | $261K | Hold |
8,460
| – | – | 0.15% | 27 |
|
|
2024
Q2 | $245K | Hold |
8,460
| – | – | 0.15% | 26 |
|
|
2024
Q1 | $254K | Buy |
8,460
+4,042
| +91% | +$121K | 0.16% | 26 |
|
|
2023
Q4 | $120K | Buy |
+4,418
| New | +$120K | 0.08% | 36 |
|