Panoramic Investment Advisors’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	$2.75M	Buy	88,653 +1,271	+1%	+$39.4K	1.69%	17
2025 Q1	$2.67M	Buy	87,382 +8,228	+10%	+$252K	1.8%	14
2024 Q4	$2.38M	Buy	79,154 +14,742	+23%	+$443K	1.55%	19
2024 Q3	$1.98M	Buy	+64,412	New	+$1.98M	1.37%	20