BCWM
Bartlett & Co 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 | $96.3K | Hold |
2,248
| – | – | ﹤0.01% | 552 |
|
|
2025
Q1 | $88.5K | Hold |
2,248
| – | – | ﹤0.01% | 560 |
|
|
2024
Q4 | $79.8K | Hold |
2,248
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $85.6K | Hold |
2,248
| – | – | ﹤0.01% | 566 |
|
|
2024
Q2 | $80.8K | Hold |
2,248
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $82.6K | Sell |
2,248
-1,777
| -44% | -$65.3K | ﹤0.01% | 586 |
|
|
2023
Q4 | $138K | Buy |
4,025
+1,777
| +79% | +$61K | ﹤0.01% | 528 |
|
|
2023
Q3 | $73.3K | Hold |
2,248
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $73.8K | Hold |
2,248
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $72.5K | Hold |
2,248
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $68.3K | Hold |
2,248
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $57.9K | Hold |
2,248
| – | – | ﹤0.01% | 545 |
|
|
2022
Q2 | $64.9K | Hold |
2,248
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $75.3K | Buy |
+2,248
| New | +$75.3K | ﹤0.01% | 524 |
|
|
2021
Q4 | – | Sell |
-2,248
| Closed | -$73.6K | – | 510 |
|
|
2021
Q3 | $73.6K | Buy |
+2,248
| New | +$73.6K | ﹤0.01% | 461 |
|