Forum Financial Management’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
$581K Sell
18,721
-364
-2% -$11.3K 0.01% 360
2025
Q1
$583K Sell
19,085
-1,939
-9% -$59.3K 0.01% 321
2024
Q4
$631K Buy
+21,024
New +$631K 0.01% 308