MFA
McClarren 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 | $222K | Buy |
7,144
+2,007
| +39% | +$62.3K | 0.14% | 68 |
|
|
2025
Q1 | $216K | Sell |
5,137
-1,918
| -27% | -$80.6K | 0.14% | 68 |
|
|
2024
Q4 | $211K | Buy |
7,055
+7,025
| +23,417% | +$210K | 0.59% | 30 |
|
|
2024
Q3 | $60 | Sell |
30
-27
| -47% | -$54 | 0.01% | 114 |
|
|
2024
Q2 | $202K | Sell |
57
-6,902
| -99% | -$24.5M | 0.14% | 71 |
|
|
2024
Q1 | $209K | Sell |
6,959
-4,030
| -37% | -$121K | 0.15% | 70 |
|
|
2023
Q4 | $368K | Buy |
10,989
+4,077
| +59% | +$137K | 0.28% | 51 |
|
|
2023
Q3 | $171K | Buy |
6,912
+24
| +0.3% | +$594 | 0.15% | 70 |
|
|
2023
Q2 | $174K | Sell |
6,888
-6,716
| -49% | -$170K | 0.14% | 74 |
|
|
2023
Q1 | $333K | Buy |
+13,604
| New | +$333K | 0.3% | 51 |
|