SYM Financial Corp’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 | $388K | Sell |
12,497
-77
| -0.6% | -$2.39K | 0.04% | 161 |
|
|
2025
Q1 | $384K | Hold |
12,574
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $378K | Hold |
12,574
| – | – | 0.05% | 126 |
|
|
2024
Q3 | $387K | Hold |
12,574
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $364K | Sell |
12,574
-498
| -4% | -$14.4K | 0.06% | 81 |
|
|
2024
Q1 | $392K | Hold |
13,072
| – | – | 0.06% | 57 |
|
|
2023
Q4 | $354K | Buy |
+13,072
| New | +$354K | 0.06% | 65 |
|