Tempus Wealth Planning’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
2024
Q1
Sell
-7,935
Closed -$215K 196
2023
Q4
$215K Sell
7,935
-337
-4% -$9.12K 0.09% 180
2023
Q3
$205K Buy
8,272
+53
+0.6% +$1.32K 0.1% 157
2023
Q2
$209K Buy
+8,219
New +$209K 0.09% 176