TFA
Tobias Financial Advisors’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 | $14.2M | Sell |
457,843
-16,201
| -3% | -$503K | 2.43% | 12 |
|
|
2025
Q1 | $14.5M | Buy |
474,044
+39,066
| +9% | +$1.19M | 2.81% | 11 |
|
|
2024
Q4 | $13.1M | Buy |
434,978
+33,934
| +8% | +$1.02M | 2.63% | 10 |
|
|
2024
Q3 | $12.4M | Sell |
401,044
-273
| -0.1% | -$8.41K | 2.48% | 9 |
|
|
2024
Q2 | $11.6M | Buy |
401,317
+81,277
| +25% | +$2.35M | 2.5% | 9 |
|
|
2024
Q1 | $9.6M | Buy |
320,040
+34,785
| +12% | +$1.04M | 2.17% | 10 |
|
|
2023
Q4 | $7.72M | Buy |
285,255
+64,157
| +29% | +$1.74M | 1.88% | 13 |
|
|
2023
Q3 | $5.49M | Buy |
221,098
+174,499
| +374% | +$4.33M | 1.44% | 20 |
|
|
2023
Q2 | $1.18M | Buy |
46,599
+25,240
| +118% | +$641K | 0.32% | 49 |
|
|
2023
Q1 | $525K | Buy |
+21,359
| New | +$525K | 0.15% | 61 |
|