SHFA
SC&H Financial 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 | $1.92M | Buy |
61,946
+10,984
| +22% | +$341K | 0.33% | 41 |
|
|
2025
Q1 | $1.56M | Buy |
50,962
+3,941
| +8% | +$120K | 0.31% | 44 |
|
|
2024
Q4 | $1.41M | Sell |
47,021
-3,286
| -7% | -$98.7K | 0.29% | 48 |
|
|
2024
Q3 | $1.55M | Sell |
50,307
-2,932
| -6% | -$90.3K | 0.34% | 45 |
|
|
2024
Q2 | $1.54M | Buy |
53,239
+88
| +0.2% | +$2.54K | 0.38% | 39 |
|
|
2024
Q1 | $1.59M | Buy |
53,151
+360
| +0.7% | +$10.8K | 0.42% | 35 |
|
|
2023
Q4 | $1.43M | Buy |
52,791
+1,955
| +4% | +$52.9K | 0.41% | 38 |
|
|
2023
Q3 | $1.26M | Buy |
50,836
+5,971
| +13% | +$148K | 0.42% | 38 |
|
|
2023
Q2 | $1.14M | Buy |
44,865
+32,126
| +252% | +$816K | 0.38% | 49 |
|
|
2023
Q1 | $313K | Buy |
+12,739
| New | +$313K | 0.11% | 109 |
|