WWA
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Wingate Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Wingate Wealth Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$446K Buy
14,376
+67
+0.5% +$2.08K 0.4% 64
2025
Q1 		$437K Buy
14,309
+59
+0.4% +$1.8K 0.5% 58
2024
Q4 		$428K Buy
+14,250
New +$428K 0.42% 63