SWM
Sterling Wealth Management’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 | $8.93M | Buy |
+287,887
| New | +$8.93M | 3.04% | 13 |
|
|
2024
Q4 | $7.75M | Buy |
257,992
+28,599
| +12% | +$859K | 2.86% | 12 |
|
|
2024
Q3 | $7.07M | Buy |
229,393
+146,251
| +176% | +$4.51M | 2.64% | 13 |
|
|
2024
Q2 | $2.4M | Buy |
83,142
+32,840
| +65% | +$949K | 1.14% | 18 |
|
|
2024
Q1 | $1.51M | Buy |
50,302
+20,631
| +70% | +$619K | 0.75% | 22 |
|
|
2023
Q4 | $803K | Buy |
+29,671
| New | +$803K | 0.45% | 32 |
|