Modera Wealth Management’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 | $5.43M | Buy |
175,123
+2,448
| +1% | +$75.9K | 0.07% | 172 |
|
|
2025
Q1 | $5.28M | Sell |
172,675
-1,276
| -0.7% | -$39K | 0.07% | 169 |
|
|
2024
Q4 | $5.22M | Buy |
173,951
+8,161
| +5% | +$245K | 0.06% | 177 |
|
|
2024
Q3 | $5.11M | Buy |
165,790
+736
| +0.4% | +$22.7K | 0.07% | 164 |
|
|
2024
Q2 | $4.77M | Buy |
165,054
+19,761
| +14% | +$571K | 0.07% | 159 |
|
|
2024
Q1 | $4.36M | Buy |
145,293
+30,691
| +27% | +$920K | 0.07% | 170 |
|
|
2023
Q4 | $3.1M | Buy |
114,602
+81,902
| +250% | +$2.22M | 0.05% | 189 |
|
|
2023
Q3 | $811K | Buy |
32,700
+4,379
| +15% | +$109K | 0.02% | 302 |
|
|
2023
Q2 | $719K | Buy |
+28,321
| New | +$719K | 0.01% | 330 |
|