MWM
Melfa 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 | $492K | Sell |
15,845
-2,492
| -14% | -$77.3K | 0.31% | 76 |
|
|
2025
Q1 | $561K | Sell |
18,337
-3,250
| -15% | -$99.4K | 0.38% | 69 |
|
|
2024
Q4 | $648K | Buy |
21,587
+3,775
| +21% | +$113K | 0.43% | 58 |
|
|
2024
Q3 | $549K | Buy |
17,812
+3,025
| +20% | +$93.2K | 0.36% | 70 |
|
|
2024
Q2 | $428K | Buy |
+14,787
| New | +$428K | 0.3% | 90 |
|