TCI Wealth Advisors’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 | $5.83M | Buy |
187,965
+74,310
| +65% | +$2.31M | 0.4% | 35 |
|
|
2025
Q1 | $3.47M | Buy |
113,655
+26,770
| +31% | +$818K | 0.28% | 38 |
|
|
2024
Q4 | $2.61M | Buy |
86,885
+11,191
| +15% | +$336K | 0.22% | 43 |
|
|
2024
Q3 | $2.33M | Buy |
75,694
+6,630
| +10% | +$204K | 0.2% | 47 |
|
|
2024
Q2 | $2M | Buy |
69,064
+15,147
| +28% | +$438K | 0.19% | 49 |
|
|
2024
Q1 | $1.62M | Buy |
53,917
+11,818
| +28% | +$354K | 0.16% | 57 |
|
|
2023
Q4 | $1.14M | Buy |
42,099
+20,358
| +94% | +$551K | 0.12% | 70 |
|
|
2023
Q3 | $539K | Buy |
+21,741
| New | +$539K | 0.07% | 103 |
|
|
2023
Q2 | – | Sell |
-976
| Closed | -$24K | – | 728 |
|
|
2023
Q1 | $24K | Buy |
+976
| New | +$24K | ﹤0.01% | 638 |
|