RFP
RCS Financial Planning’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 | $354K | Hold |
11,419
| – | – | 0.18% | 68 |
|
|
2025
Q1 | $349K | Hold |
11,419
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $343K | Sell |
11,419
-236
| -2% | -$7.09K | 0.18% | 63 |
|
|
2024
Q3 | $359K | Buy |
11,655
+61
| +0.5% | +$1.88K | 0.2% | 56 |
|
|
2024
Q2 | $335K | Sell |
11,594
-620
| -5% | -$17.9K | 0.2% | 60 |
|
|
2024
Q1 | $366K | Sell |
12,214
-388
| -3% | -$11.6K | 0.23% | 58 |
|
|
2023
Q4 | $341K | Buy |
12,602
+186
| +1% | +$5.03K | 0.22% | 54 |
|
|
2023
Q3 | $308K | Buy |
+12,416
| New | +$308K | 0.24% | 53 |
|