BTWM
Baker Tilly 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 | $936K | Hold |
21,851
| – | – | 0.33% | 67 |
|
|
2025
Q1 | $860K | Hold |
21,851
| – | – | 0.34% | 73 |
|
|
2024
Q4 | $775K | Hold |
21,851
| – | – | 0.3% | 79 |
|
|
2024
Q3 | $832K | Hold |
21,851
| – | – | 0.37% | 66 |
|
|
2024
Q2 | $785K | Hold |
21,851
| – | – | 0.32% | 75 |
|
|
2024
Q1 | $803K | Sell |
21,851
-1,083
| -5% | -$39.8K | 0.15% | 157 |
|
|
2023
Q4 | $788K | Sell |
22,934
-74
| -0.3% | -$2.54K | 0.13% | 176 |
|
|
2023
Q3 | $751K | Sell |
23,008
-1,838
| -7% | -$60K | 0.12% | 167 |
|
|
2023
Q2 | $816K | Sell |
24,846
-172
| -0.7% | -$5.65K | 0.09% | 235 |
|
|
2023
Q1 | $806K | Sell |
25,018
-712
| -3% | -$22.9K | 0.09% | 239 |
|
|
2022
Q4 | $782K | Sell |
25,730
-3,907
| -13% | -$119K | 0.1% | 231 |
|
|
2022
Q3 | $763K | Sell |
29,637
-767
| -3% | -$19.7K | 0.1% | 213 |
|
|
2022
Q2 | $878K | Buy |
30,404
+820
| +3% | +$23.7K | 0.12% | 197 |
|
|
2022
Q1 | $990K | Sell |
29,584
-291
| -1% | -$9.74K | 0.11% | 200 |
|
|
2021
Q4 | $980K | Buy |
29,875
+329
| +1% | +$10.8K | 0.11% | 200 |
|
|
2021
Q3 | $967K | Buy |
+29,546
| New | +$967K | 0.13% | 172 |
|