Concord Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
3,233
+717
+28% +$30.7K 0.02% 239
2025
Q1
$99K Buy
+2,516
New +$99K 0.02% 248
2022
Q3
Sell
-700
Closed -$20K 381
2022
Q2
$20K Buy
+700
New +$20K 0.01% 540