Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,487
| Closed | -$292K | – | 34 |
|
|
2023
Q4 | $292K | Buy |
8,487
+78
| +0.9% | +$2.68K | 0.04% | 126 |
|
|
2023
Q3 | $274K | Buy |
8,409
+70
| +0.8% | +$2.28K | 0.04% | 123 |
|
|
2023
Q2 | $274K | Buy |
8,339
+142
| +2% | +$4.67K | 0.04% | 136 |
|
|
2023
Q1 | $264K | Buy |
8,197
+35
| +0.4% | +$1.13K | 0.04% | 137 |
|
|
2022
Q4 | $248K | Buy |
8,162
+74
| +0.9% | +$2.25K | 0.03% | 161 |
|
|
2022
Q3 | $208K | Buy |
8,088
+41
| +0.5% | +$1.05K | 0.03% | 170 |
|
|
2022
Q2 | $232K | Buy |
+8,047
| New | +$232K | 0.04% | 102 |
|