OA
Oceanside Advisors’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 | $781K | Buy |
25,190
+4,914
| +24% | +$152K | 0.52% | 24 |
|
2025
Q1 | $620K | Buy |
20,276
+1,241
| +7% | +$37.9K | 0.45% | 26 |
|
2024
Q4 | $572K | Buy |
19,035
+2,204
| +13% | +$66.2K | 0.43% | 27 |
|
2024
Q3 | $519K | Sell |
16,831
-555
| -3% | -$17.1K | 0.39% | 28 |
|
2024
Q2 | $503K | Sell |
17,386
-450
| -3% | -$13K | 0.41% | 28 |
|
2024
Q1 | $535K | Sell |
17,836
-64
| -0.4% | -$1.92K | 0.44% | 26 |
|
2023
Q4 | $484K | Buy |
+17,900
| New | +$484K | 0.43% | 27 |
|