Sterling Financial Planning’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
Q3
$882K Sell
2025
Q2
$972K Buy
2025
Q1
$764K Buy
2024
Q4
$656K Buy
2024
Q3
$637K Buy
2024
Q2
$293K Buy