Vestia Personal Wealth Advisors’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
$1.59M Buy
51,131
+8,805
+21% +$273K 1.09% 18
2025
Q1
$1.29M Buy
42,326
+6,848
+19% +$209K 1.02% 21
2024
Q4
$1.07M Buy
35,478
+8,346
+31% +$251K 0.88% 23
2024
Q3
$836K Buy
27,132
+2,654
+11% +$81.8K 0.79% 28
2024
Q2
$708K Buy
+24,478
New +$708K 0.75% 27