TFG
Tilson Financial Group’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 | $22.5M | Sell |
723,818
-31,870
| -4% | -$989K | 8.47% | 3 |
|
2025
Q1 | $23.1M | Buy |
755,688
+137,724
| +22% | +$4.21M | 9.14% | 3 |
|
2024
Q4 | $18.6M | Buy |
617,964
+38,637
| +7% | +$1.16M | 7.57% | 3 |
|
2024
Q3 | $17.8M | Buy |
579,327
+135,245
| +30% | +$4.17M | 7.73% | 4 |
|
2024
Q2 | $12.8M | Buy |
444,082
+26,557
| +6% | +$768K | 12.97% | 2 |
|
2024
Q1 | $12.5M | Buy |
417,525
+86,744
| +26% | +$2.6M | 6.73% | 3 |
|
2023
Q4 | $8.95M | Buy |
330,781
+160,756
| +95% | +$4.35M | 5.76% | 4 |
|
2023
Q3 | $4.22M | Buy |
170,025
+69,410
| +69% | +$1.72M | 3.31% | 10 |
|
2023
Q2 | $2.56M | Buy |
+100,615
| New | +$2.56M | 4.35% | 8 |
|