Ruedi Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Sell |
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|
2025
Q1 | $9.78M | Buy |
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|
2024
Q4 | $8.81M | Buy |
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|
2024
Q3 | $7.77M | Buy |
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|
2024
Q2 | $5.96M | Buy |
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|
2024
Q1 | $3.76M | Buy |
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|
2023
Q4 | $3.02M | Buy |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $811 | Hold |
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|
2022
Q4 | $809 | Buy |
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