WA
Wealth Architects’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 | $17.9M | Sell |
575,555
-11,726
| -2% | -$364K | 1.81% | 17 |
|
|
2025
Q1 | $18M | Buy |
587,281
+5,256
| +0.9% | +$161K | 1.98% | 15 |
|
|
2024
Q4 | $17.5M | Buy |
582,025
+89,628
| +18% | +$2.69M | 1.97% | 16 |
|
|
2024
Q3 | $15.2M | Buy |
492,397
+71,446
| +17% | +$2.2M | 1.72% | 17 |
|
|
2024
Q2 | $12.2M | Buy |
420,951
+41,354
| +11% | +$1.2M | 1.49% | 19 |
|
|
2024
Q1 | $11.4M | Buy |
379,597
+61,819
| +19% | +$1.85M | 1.5% | 19 |
|
|
2023
Q4 | $8.6M | Buy |
317,778
+70,392
| +28% | +$1.9M | 1.21% | 22 |
|
|
2023
Q3 | $6.14M | Buy |
247,386
+67,630
| +38% | +$1.68M | 1.04% | 23 |
|
|
2023
Q2 | $4.57M | Buy |
179,756
+119,106
| +196% | +$3.03M | 0.75% | 28 |
|
|
2023
Q1 | $1.49M | Buy |
+60,650
| New | +$1.49M | 0.26% | 48 |
|