Sterling Financial Planning’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	$972K	Buy	31,344 +6,355	+25%	+$197K	0.32%	53
2025 Q1	$764K	Buy	24,989 +3,153	+14%	+$96.4K	0.28%	52
2024 Q4	$656K	Buy	21,836 +1,164	+6%	+$35K	0.24%	56
2024 Q3	$637K	Buy	20,672 +10,552	+104%	+$325K	0.23%	59
2024 Q2	$293K	Buy	+10,120	New	+$293K	0.12%	86