WCWM
Willow Creek 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 | $1.02M | Buy |
32,954
+20,150
| +157% | +$625K | 0.09% | 68 |
|
|
2025
Q1 | $391K | Buy |
12,804
+184
| +1% | +$5.63K | 0.04% | 103 |
|
|
2024
Q4 | $379K | Sell |
12,620
-219
| -2% | -$6.58K | 0.04% | 107 |
|
|
2024
Q3 | $396K | Sell |
12,839
-854
| -6% | -$26.3K | 0.04% | 102 |
|
|
2024
Q2 | $396K | Hold |
13,693
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $411K | Buy |
13,693
+1,101
| +9% | +$33K | 0.05% | 97 |
|
|
2023
Q4 | $341K | Buy |
12,592
+3,302
| +36% | +$89.3K | 0.04% | 104 |
|
|
2023
Q3 | $230K | Sell |
9,290
-311
| -3% | -$7.72K | 0.03% | 121 |
|
|
2023
Q2 | $244K | Buy |
9,601
+90
| +0.9% | +$2.29K | 0.03% | 127 |
|
|
2023
Q1 | $234K | Buy |
+9,511
| New | +$234K | 0.04% | 119 |
|