Willow Creek Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2025
Q1
$391K Buy
2024
Q4
$379K Sell
2024
Q3
$396K Sell
2024
Q2
$396K Hold
2024
Q1
$411K Buy
2023
Q4
$341K Buy
2023
Q3
$230K Sell
2023
Q2
$244K Buy
2023
Q1
$234K Buy