My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,235
| Closed | -$412K | – | 95 |
|
|
2024
Q2 | $412K | Hold |
14,235
| – | – | 0.22% | 70 |
|
|
2024
Q1 | $427K | Sell |
14,235
-1,131
| -7% | -$33.9K | 0.25% | 69 |
|
|
2023
Q4 | $416K | Buy |
15,366
+4,162
| +37% | +$113K | 0.27% | 64 |
|
|
2023
Q3 | $278K | Buy |
11,204
+2,820
| +34% | +$70K | 0.22% | 67 |
|
|
2023
Q2 | $213K | Buy |
+8,384
| New | +$213K | 0.17% | 81 |
|