Ruedi Wealth Management’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 | $7.02M | Sell |
226,261
-93,516
| -29% | -$2.9M | 2.08% | 11 |
|
|
2025
Q1 | $9.78M | Buy |
319,777
+26,549
| +9% | +$812K | 3.06% | 10 |
|
|
2024
Q4 | $8.81M | Buy |
293,228
+40,969
| +16% | +$1.23M | 2.78% | 10 |
|
|
2024
Q3 | $7.77M | Buy |
252,259
+46,175
| +22% | +$1.42M | 2.67% | 11 |
|
|
2024
Q2 | $5.96M | Buy |
206,084
+80,646
| +64% | +$2.33M | 2.35% | 13 |
|
|
2024
Q1 | $3.76M | Buy |
125,438
+13,762
| +12% | +$413K | 1.58% | 15 |
|
|
2023
Q4 | $3.02M | Buy |
111,676
+76,675
| +219% | +$2.07M | 1.43% | 15 |
|
|
2023
Q3 | $868K | Buy |
35,001
+20,995
| +150% | +$521K | 0.5% | 19 |
|
|
2023
Q2 | $356K | Buy |
14,006
+13,973
| +42,342% | +$355K | 0.21% | 29 |
|
|
2023
Q1 | $811 | Hold |
33
| – | – | ﹤0.01% | 237 |
|
|
2022
Q4 | $809 | Buy |
+33
| New | +$809 | ﹤0.01% | 222 |
|