PWM
PBMares Wealth Management’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 | $365K | Buy |
11,766
+3,035
| +35% | +$94.1K | 0.07% | 132 |
|
|
2025
Q1 | $267K | Buy |
8,731
+199
| +2% | +$6.08K | 0.05% | 164 |
|
|
2024
Q4 | $256K | Hold |
8,532
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $263K | Buy |
8,532
+967
| +13% | +$29.8K | 0.05% | 161 |
|
|
2024
Q2 | $219K | Buy |
7,565
+220
| +3% | +$6.36K | 0.05% | 167 |
|
|
2024
Q1 | $220K | Buy |
+7,345
| New | +$220K | 0.06% | 167 |
|