Investmark Advisory Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.74M | Sell |
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|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.33M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $291K | Buy |
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