Steward Partners Investment Advisory’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Steward Partners Investment Advisory’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$90.2K	Sell
2025 Q1	$1.15M	Buy
2024 Q4	$283K	Buy
2024 Q3	$205K	Buy
2024 Q2	$177K	Sell
2024 Q1	$188K	Buy
2023 Q4	$167K	Sell
2023 Q3	$160K	Buy