LFA
Level Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Buy |
217,854
+1,946
| +0.9% | +$60.4K | 2.1% | 16 |
|
|
2025
Q1 | $6.6M | Buy |
215,908
+19,102
| +10% | +$584K | 2.24% | 14 |
|
|
2024
Q4 | $5.91M | Buy |
196,806
+25,944
| +15% | +$779K | 2.17% | 13 |
|
|
2024
Q3 | $5.26M | Buy |
170,862
+76,073
| +80% | +$2.34M | 2.01% | 14 |
|
|
2024
Q2 | $2.74M | Buy |
94,789
+34,292
| +57% | +$991K | 1.19% | 20 |
|
|
2024
Q1 | $1.81M | Buy |
60,497
+31,712
| +110% | +$951K | 0.82% | 26 |
|
|
2023
Q4 | $779K | Buy |
28,785
+14,903
| +107% | +$403K | 0.38% | 36 |
|
|
2023
Q3 | $344K | Buy |
13,882
+5,012
| +57% | +$124K | 0.19% | 48 |
|
|
2023
Q2 | $225K | Buy |
8,870
+6,726
| +314% | +$171K | 0.13% | 56 |
|
|
2023
Q1 | $52.7K | Buy |
+2,144
| New | +$52.7K | 0.03% | 97 |
|