Mills Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
102,309
+22,008
| +27% | +$683K | 1.46% | 18 |
|
|
2025
Q1 | $2.45M | Buy |
80,301
+7,907
| +11% | +$242K | 1.3% | 19 |
|
|
2024
Q4 | $2.17M | Buy |
72,394
+4,158
| +6% | +$125K | 1.24% | 17 |
|
|
2024
Q3 | $2.1M | Buy |
68,236
+12,634
| +23% | +$389K | 1.45% | 17 |
|
|
2024
Q2 | $1.61M | Buy |
55,602
+3,637
| +7% | +$105K | 1.15% | 21 |
|
|
2024
Q1 | $1.56M | Buy |
51,965
+15,931
| +44% | +$478K | 1.14% | 22 |
|
|
2023
Q4 | $975K | Buy |
36,034
+7,472
| +26% | +$202K | 0.74% | 23 |
|
|
2023
Q3 | $709K | Buy |
28,562
+2,356
| +9% | +$58.5K | 0.57% | 25 |
|
|
2023
Q2 | $666K | Buy |
26,206
+1,827
| +7% | +$46.4K | 0.51% | 25 |
|
|
2023
Q1 | $599K | Buy |
24,379
+381
| +2% | +$9.36K | 0.48% | 27 |
|
|
2022
Q4 | $589K | Buy |
+23,998
| New | +$589K | 0.53% | 36 |
|