LWM
LJI 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 | $997K | Sell |
32,130
-1,102
| -3% | -$34.2K | 0.17% | 58 |
|
|
2025
Q1 | $1.02M | Buy |
33,232
+14,883
| +81% | +$455K | 0.2% | 51 |
|
|
2024
Q4 | $551K | Buy |
18,349
+1,476
| +9% | +$44.3K | 0.11% | 81 |
|
|
2024
Q3 | $520K | Buy |
16,873
+4,825
| +40% | +$149K | 0.11% | 100 |
|
|
2024
Q2 | $348K | Buy |
+12,048
| New | +$348K | 0.08% | 132 |
|