Momentous 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
$6.32M Buy
203,671
+12,092
+6% +$375K 4.08% 8
2025
Q1
$5.86M Buy
191,579
+16,674
+10% +$510K 4.15% 7
2024
Q4
$5.25M Buy
+174,905
New +$5.25M 4.35% 8