Peninsula Wealth’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
Q4 | $2.86M | Buy |
95,133
+372
| +0.4% | +$11.2K | 0.49% | 26 |
|
|
2024
Q3 | $2.98M | Sell |
94,761
-9,127
| -9% | -$287K | 0.52% | 27 |
|
|
2024
Q2 | $3.06M | Buy |
103,888
+7,867
| +8% | +$232K | 0.57% | 25 |
|
|
2024
Q1 | $2.88M | Sell |
96,021
-7,626
| -7% | -$229K | 0.57% | 23 |
|
|
2023
Q4 | $2.8M | Buy |
103,647
+4,279
| +4% | +$116K | 0.58% | 20 |
|
|
2023
Q3 | $2.36M | Buy |
+99,368
| New | +$2.36M | 0.55% | 20 |
|