Caldwell Trust’s Dimensional International Value ETF DFIV Stock Holding History

Caldwell Trust’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Hold	5,130
2025 Q1	$202K	Hold	5,130
2024 Q4	$182K	Buy	+5,130