LWM
Liberty Wealth Management’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 | $12.3M | Sell |
397,919
-7,506
| -2% | -$233K | 1.94% | 16 |
|
|
2025
Q1 | $12.4M | Sell |
405,425
-6,125
| -1% | -$187K | 2.37% | 13 |
|
|
2024
Q4 | $12.4M | Sell |
411,550
-1,125
| -0.3% | -$33.8K | 2.06% | 14 |
|
|
2024
Q3 | $12.7M | Sell |
412,675
-283,874
| -41% | -$8.75M | 2.16% | 13 |
|
|
2024
Q2 | $11.5M | Buy |
696,549
+307,868
| +79% | +$5.09M | 2.11% | 13 |
|
|
2024
Q1 | $11.7M | Sell |
388,681
-7,205
| -2% | -$216K | 2.28% | 11 |
|
|
2023
Q4 | $10.7M | Sell |
395,886
-2,649
| -0.7% | -$71.7K | 2.3% | 11 |
|
|
2023
Q3 | $9.89M | Buy |
398,535
+601
| +0.2% | +$14.9K | 2.46% | 10 |
|
|
2023
Q2 | $10.1M | Sell |
397,934
-64,164
| -14% | -$1.63M | 2.5% | 9 |
|
|
2023
Q1 | $11.3M | Buy |
+462,098
| New | +$11.3M | 2.34% | 9 |
|