MWM
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McMill Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

McMill Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.47M Sell
47,498
-31
-0.1% -$960 0.49% 27
2025
Q1 		$1.45M Buy
47,529
+8,820
+23% +$270K 0.52% 27
2024
Q4 		$1.16M Buy
+38,709
New +$1.16M 0.47% 25