WRPWM
Werba Rubin Papier Wealth Management’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 | $419K | Sell |
13,496
-197
| -1% | -$6.11K | 0.08% | 129 |
|
|
2025
Q1 | $419K | Sell |
13,693
-10,752
| -44% | -$329K | 0.09% | 113 |
|
|
2024
Q4 | $734K | Sell |
24,445
-841
| -3% | -$25.3K | 0.17% | 76 |
|
|
2024
Q3 | $779K | Buy |
25,286
+3,461
| +16% | +$107K | 0.18% | 76 |
|
|
2024
Q2 | $631K | Sell |
21,825
-586
| -3% | -$16.9K | 0.17% | 76 |
|
|
2024
Q1 | $672K | Buy |
+22,411
| New | +$672K | 0.19% | 63 |
|