Mustard Seed Financial’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 | $5.25M | Buy |
169,182
+17,454
| +12% | +$541K | 3.78% | 7 |
|
|
2025
Q1 | $4.64M | Buy |
151,728
+9,828
| +7% | +$300K | 3.73% | 7 |
|
|
2024
Q4 | $4.26M | Buy |
141,900
+18,066
| +15% | +$543K | 3.46% | 7 |
|
|
2024
Q3 | $3.82M | Buy |
123,834
+27,530
| +29% | +$848K | 3.17% | 7 |
|
|
2024
Q2 | $2.78M | Buy |
96,304
+19,524
| +25% | +$564K | 2.66% | 10 |
|
|
2024
Q1 | $2.3M | Buy |
76,780
+33,500
| +77% | +$1M | 2.3% | 10 |
|
|
2023
Q4 | $1.17M | Buy |
+43,280
| New | +$1.17M | 1.32% | 20 |
|