Wealthcare Advisory Partners’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 | $3.13M | Buy |
100,936
+73,045
| +262% | +$2.27M | 0.07% | 235 |
|
|
2025
Q1 | $853K | Buy |
27,891
+9,722
| +54% | +$297K | 0.02% | 474 |
|
|
2024
Q4 | $546K | Buy |
18,169
+4,155
| +30% | +$125K | 0.02% | 548 |
|
|
2024
Q3 | $432K | Buy |
14,014
+4,946
| +55% | +$152K | 0.01% | 602 |
|
|
2024
Q2 | $262K | Buy |
9,068
+33
| +0.4% | +$954 | 0.01% | 717 |
|
|
2024
Q1 | $271K | Buy |
9,035
+24
| +0.3% | +$720 | 0.01% | 700 |
|
|
2023
Q4 | $244K | Buy |
+9,011
| New | +$244K | 0.01% | 663 |
|