LW
Linscomb Wealth’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 | $8.62M | Buy |
277,873
+23,891
| +9% | +$741K | 0.4% | 58 |
|
2025
Q1 | $7.76M | Buy |
253,982
+152,189
| +150% | +$4.65M | 0.39% | 63 |
|
2024
Q4 | $3.06M | Buy |
101,793
+55,966
| +122% | +$1.68M | 0.15% | 115 |
|
2024
Q3 | $1.41M | Buy |
45,827
+36,318
| +382% | +$1.12M | 0.07% | 148 |
|
2024
Q2 | $275K | Buy |
+9,509
| New | +$275K | 0.01% | 251 |
|