Total 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Buy |
986,879
+105,807
| +12% | +$3.28M | 3.87% | 8 |
|
|
2025
Q1 | $26.9M | Buy |
881,072
+63,041
| +8% | +$1.93M | 4.12% | 8 |
|
|
2024
Q4 | $24.6M | Buy |
818,031
+82,122
| +11% | +$2.47M | 3.83% | 9 |
|
|
2024
Q3 | $22.7M | Buy |
735,909
+59,620
| +9% | +$1.84M | 3.54% | 9 |
|
|
2024
Q2 | $20.5M | Buy |
676,289
+101,457
| +18% | +$3.07M | 3.36% | 10 |
|
|
2024
Q1 | $17.2M | Buy |
574,832
+79,145
| +16% | +$2.37M | 2.96% | 11 |
|
|
2023
Q4 | $13.4M | Buy |
495,687
+127,125
| +34% | +$3.44M | 2.43% | 13 |
|
|
2023
Q3 | $9.14M | Buy |
368,562
+115,247
| +45% | +$2.86M | 1.87% | 15 |
|
|
2023
Q2 | $6.43M | Buy |
253,315
+134,498
| +113% | +$3.42M | 1.34% | 19 |
|
|
2023
Q1 | $2.92M | Buy |
+118,817
| New | +$2.92M | 0.64% | 34 |
|