Lakeshore Financial Planning’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 | $15.8M | Sell |
507,954
-89,868
| -15% | -$2.79M | 6.33% | 5 |
|
|
2025
Q1 | $18.3M | Buy |
597,822
+13,336
| +2% | +$408K | 7.61% | 5 |
|
|
2024
Q4 | $17.6M | Buy |
584,486
+1,157
| +0.2% | +$34.7K | 7.49% | 5 |
|
|
2024
Q3 | $18M | Sell |
583,329
-8,510
| -1% | -$262K | 7.92% | 5 |
|
|
2024
Q2 | $17.1M | Sell |
591,839
-10,247
| -2% | -$296K | 8.35% | 2 |
|
|
2024
Q1 | $18.1M | Sell |
602,086
-7,435
| -1% | -$223K | 9.14% | 2 |
|
|
2023
Q4 | $16.5M | Sell |
609,521
-16,053
| -3% | -$434K | 9.16% | 2 |
|
|
2023
Q3 | $15.5M | Buy |
+625,574
| New | +$15.5M | 8.85% | 2 |
|