SWA
Sax Wealth Advisors’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 | $7.97M | Buy |
256,989
+35,697
| +16% | +$1.11M | 0.48% | 33 |
|
|
2025
Q1 | $6.76M | Buy |
221,292
+14,096
| +7% | +$431K | 0.48% | 35 |
|
|
2024
Q4 | $6.22M | Sell |
207,196
-11,604
| -5% | -$348K | 0.49% | 33 |
|
|
2024
Q3 | $6.74M | Buy |
218,800
+13,153
| +6% | +$405K | 0.6% | 26 |
|
|
2024
Q2 | $5.95M | Buy |
205,647
+21,669
| +12% | +$626K | 0.57% | 29 |
|
|
2024
Q1 | $5.52M | Buy |
183,978
+51,633
| +39% | +$1.55M | 0.64% | 23 |
|
|
2023
Q4 | $3.58M | Buy |
132,345
+65,559
| +98% | +$1.77M | 0.58% | 33 |
|
|
2023
Q3 | $1.66M | Buy |
66,786
+50,576
| +312% | +$1.25M | 0.33% | 51 |
|
|
2023
Q2 | $412K | Buy |
+16,210
| New | +$412K | 0.08% | 125 |
|