AWM
Able Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $782K | Buy |
18,257
+757
| +4% | +$32.4K | 0.39% | 50 |
|
2025
Q1 | $689K | Buy |
17,500
+635
| +4% | +$25K | 0.41% | 53 |
|
2024
Q4 | $598K | Sell |
16,865
-110
| -0.6% | -$3.9K | 0.39% | 55 |
|
2024
Q3 | $646K | Buy |
16,975
+109
| +0.6% | +$4.15K | 0.49% | 47 |
|
2024
Q2 | $606K | Sell |
16,866
-9,590
| -36% | -$345K | 0.5% | 42 |
|
2024
Q1 | $972K | Sell |
26,456
-9,414
| -26% | -$346K | 0.85% | 26 |
|
2023
Q4 | $1.23M | Buy |
+35,870
| New | +$1.23M | 1.12% | 18 |
|