Tortoise Investment Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
2025
Q1
$472K Buy
2024
Q4
$354K Hold
2024
Q3
$363K Buy
2024
Q2
$290K Hold
2024
Q1
$301K Hold
2023
Q4
$272K Hold
2023
Q3
$249K Hold
2023
Q2
$255K Buy
2023
Q1
$197K Buy