Wealth Enhancement Advisory Services’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 | $34.6M | Buy |
1,091,263
+122,156
| +13% | +$3.87M | 0.06% | 296 |
|
|
2025
Q1 | $29.6M | Buy |
969,107
+127,678
| +15% | +$3.9M | 0.06% | 306 |
|
|
2024
Q4 | $25.3M | Buy |
841,429
+113,415
| +16% | +$3.41M | 0.05% | 321 |
|
|
2024
Q3 | $22.4M | Buy |
728,014
+89,698
| +14% | +$2.76M | 0.05% | 333 |
|
|
2024
Q2 | $18.5M | Sell |
638,316
-23,670
| -4% | -$684K | 0.04% | 344 |
|
|
2024
Q1 | $19.9M | Buy |
661,986
+38,515
| +6% | +$1.16M | 0.05% | 325 |
|
|
2023
Q4 | $16.9M | Buy |
623,471
+59,613
| +11% | +$1.61M | 0.05% | 335 |
|
|
2023
Q3 | $14M | Buy |
+563,858
| New | +$14M | 0.05% | 340 |
|