IFP Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
14,364
-1,952
| -12% | -$60.6K | 0.01% | 883 |
|
|
2025
Q1 | $499K | Hold |
16,316
| – | – | 0.02% | 770 |
|
|
2024
Q4 | $490K | Buy |
16,316
+14,816
| +988% | +$445K | 0.02% | 746 |
|
|
2024
Q3 | $46.2K | Hold |
1,500
| – | – | ﹤0.01% | 1774 |
|
|
2024
Q2 | $43.4K | Hold |
1,500
| – | – | ﹤0.01% | 1740 |
|
|
2024
Q1 | $45K | Hold |
1,500
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q4 | $40.6K | Buy |
1,500
+500
| +50% | +$13.5K | ﹤0.01% | 1626 |
|
|
2023
Q3 | $24.8K | Sell |
1,000
-126
| -11% | -$3.13K | ﹤0.01% | 1831 |
|
|
2023
Q2 | $28.6K | Sell |
1,126
-48
| -4% | -$1.22K | ﹤0.01% | 1850 |
|
|
2023
Q1 | $29K | Buy |
1,174
+174
| +17% | +$4.3K | ﹤0.01% | 1846 |
|
|
2022
Q4 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 2711 |
|