SIM
Studio Investment 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 | $4.52M | Buy |
145,873
+4,798
| +3% | +$149K | 0.91% | 30 |
|
|
2025
Q1 | $4.31M | Buy |
141,075
+19,336
| +16% | +$591K | 0.89% | 28 |
|
|
2024
Q4 | $3.66M | Buy |
121,739
+21,828
| +22% | +$655K | 0.78% | 35 |
|
|
2024
Q3 | $3.08M | Buy |
99,911
+15,218
| +18% | +$469K | 0.65% | 43 |
|
|
2024
Q2 | $2.45M | Buy |
84,693
+7,125
| +9% | +$206K | 0.56% | 49 |
|
|
2024
Q1 | $2.33M | Buy |
77,568
+6,929
| +10% | +$208K | 0.55% | 52 |
|
|
2023
Q4 | $1.91M | Buy |
70,639
+574
| +0.8% | +$15.5K | 0.49% | 56 |
|
|
2023
Q3 | $1.74M | Buy |
70,065
+8,103
| +13% | +$201K | 0.49% | 54 |
|
|
2023
Q2 | $1.57M | Buy |
61,962
+12,375
| +25% | +$314K | 0.44% | 59 |
|
|
2023
Q1 | $1.22M | Buy |
+49,587
| New | +$1.22M | 0.37% | 59 |
|