MFC
Morris Financial Concepts’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 | $2.07M | Buy |
66,652
+7,573
| +13% | +$235K | 0.82% | 22 |
|
|
2025
Q1 | $1.81M | Buy |
59,079
+6,178
| +12% | +$189K | 0.76% | 24 |
|
|
2024
Q4 | $1.59M | Buy |
52,901
+3,322
| +7% | +$99.8K | 0.68% | 25 |
|
|
2024
Q3 | $1.53M | Buy |
49,579
+2,658
| +6% | +$81.9K | 0.66% | 27 |
|
|
2024
Q2 | $1.36M | Buy |
46,921
+20,095
| +75% | +$581K | 0.65% | 28 |
|
|
2024
Q1 | $805K | Buy |
26,826
+1,564
| +6% | +$46.9K | 0.41% | 39 |
|
|
2023
Q4 | $683K | Buy |
25,262
+10,788
| +75% | +$292K | 0.39% | 40 |
|
|
2023
Q3 | $359K | Buy |
14,474
+2,208
| +18% | +$54.8K | 0.24% | 57 |
|
|
2023
Q2 | $312K | Buy |
12,266
+6,577
| +116% | +$167K | 0.2% | 65 |
|
|
2023
Q1 | $140K | Buy |
5,689
+5,106
| +876% | +$125K | 0.1% | 88 |
|
|
2022
Q4 | $14.3K | Buy |
+583
| New | +$14.3K | 0.01% | 112 |
|