TWM
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Tumwater Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Tumwater Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.4M Buy
852,008
+39,679
+5% +$1.23M 12.28% 4
2025
Q1 		$24.8M Buy
812,329
+13,994
+2% +$428K 12.95% 4
2024
Q4 		$24M Buy
+798,335
New +$24M 12.57% 4