PWM
DFLV icon

Perigon Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Perigon Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$660K Buy
21,275
+4,656
+28% +$144K 0.02% 597
2025
Q1 		$508K Buy
+16,619
New +$508K 0.01% 632