Farther Finance Advisors’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 | $2.09M | Buy |
67,492
+902
| +1% | +$28K | 0.04% | 352 |
|
|
2025
Q1 | $2.03M | Sell |
66,590
-852
| -1% | -$26K | 0.05% | 297 |
|
|
2024
Q4 | $2.03M | Buy |
67,442
+11,533
| +21% | +$346K | 0.07% | 223 |
|
|
2024
Q3 | $1.72M | Buy |
55,909
+20,376
| +57% | +$628K | 0.06% | 229 |
|
|
2024
Q2 | $1.02M | Buy |
35,533
+9,308
| +35% | +$268K | 0.05% | 300 |
|
|
2024
Q1 | $783K | Buy |
26,225
+378
| +1% | +$11.3K | 0.05% | 300 |
|
|
2023
Q4 | $699K | Buy |
+25,847
| New | +$699K | 0.05% | 290 |
|
|
2023
Q2 | – | Sell |
-14,325
| Closed | -$352K | – | 2513 |
|
|
2023
Q1 | $352K | Buy |
+14,325
| New | +$352K | 0.1% | 180 |
|