Congress Wealth Management’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 | $495K | Buy |
11,566
+523
| +5% | +$22.4K | ﹤0.01% | 929 |
|
|
2025
Q1 | $437K | Buy |
+11,043
| New | +$437K | 0.01% | 851 |
|
|
2024
Q4 | – | Sell |
-5,260
| Closed | -$200K | – | 881 |
|
|
2024
Q3 | $200K | Buy |
+5,260
| New | +$200K | ﹤0.01% | 824 |
|
|
2022
Q4 | – | Sell |
-8,079
| Closed | -$208K | – | 561 |
|
|
2022
Q3 | $208K | Buy |
+8,079
| New | +$208K | 0.01% | 523 |
|
|
2022
Q2 | – | Sell |
-92,584
| Closed | -$3.1M | – | 563 |
|
|
2022
Q1 | $3.1M | Buy |
92,584
+1,715
| +2% | +$57.4K | 0.07% | 264 |
|
|
2021
Q4 | $2.98M | Buy |
+90,869
| New | +$2.98M | 0.06% | 272 |
|