HKIMG
Hutchens & Kramer Investment Management Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,707
| Closed | -$290K | – | 151 |
|
2024
Q1 | $290K | Hold |
9,707
| – | – | 0.17% | 103 |
|
2023
Q4 | $263K | Sell |
9,707
-5,308
| -35% | -$144K | 0.19% | 92 |
|
2023
Q3 | $369K | Sell |
15,015
-1,048
| -7% | -$25.7K | 0.29% | 64 |
|
2023
Q2 | $408K | Sell |
16,063
-4,598
| -22% | -$117K | 0.33% | 59 |
|
2023
Q1 | $508K | Buy |
+20,661
| New | +$508K | 0.44% | 53 |
|