Delap Wealth Advisory’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 | $3.02M | Sell |
70,489
-756
| -1% | -$32.4K | 1.45% | 18 |
|
|
2025
Q1 | $2.8M | Sell |
71,245
-149
| -0.2% | -$5.87K | 1.56% | 16 |
|
|
2024
Q4 | $2.53M | Hold |
71,394
| – | – | 1.51% | 20 |
|
|
2024
Q3 | $2.72M | Sell |
71,394
-75,968
| -52% | -$2.89M | 1.72% | 18 |
|
|
2024
Q2 | $5.3M | Buy |
147,362
+71,325
| +94% | +$2.56M | 2.44% | 11 |
|
|
2024
Q1 | $2.79M | Sell |
76,037
-9,400
| -11% | -$345K | 1.13% | 19 |
|
|
2023
Q4 | $2.94M | Sell |
85,437
-107,010
| -56% | -$3.68M | 1.33% | 18 |
|
|
2023
Q3 | $6.28M | Sell |
192,447
-1,996
| -1% | -$65.1K | 6.07% | 5 |
|
|
2023
Q2 | $6.39M | Buy |
194,443
+81,075
| +72% | +$2.66M | 6.26% | 4 |
|
|
2023
Q1 | $3.65M | Buy |
113,368
+8,055
| +8% | +$260K | 3.75% | 8 |
|
|
2022
Q4 | $3.2M | Buy |
+105,313
| New | +$3.2M | 3.35% | 8 |
|