DWM
Dopkins Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
437,150
-3,031
| -0.7% | -$130K | 8.4% | 3 |
|
|
2025
Q1 | $17.3M | Buy |
440,181
+11,820
| +3% | +$465K | 8.81% | 3 |
|
|
2024
Q4 | $15.2M | Buy |
428,361
+157,443
| +58% | +$5.59M | 7.74% | 4 |
|
|
2024
Q3 | $10.3M | Sell |
270,918
-114,850
| -30% | -$4.37M | 8.33% | 4 |
|
|
2024
Q2 | $13.9M | Buy |
385,768
+2,463
| +0.6% | +$88.5K | 8.43% | 4 |
|
|
2024
Q1 | $14.1M | Buy |
383,305
+34,471
| +10% | +$1.27M | 8.48% | 4 |
|
|
2023
Q4 | $12M | Sell |
348,834
-44,510
| -11% | -$1.53M | 9.32% | 4 |
|
|
2023
Q3 | $12.8M | Buy |
393,344
+51,611
| +15% | +$1.68M | 9.71% | 4 |
|
|
2023
Q2 | $11.2M | Buy |
341,733
+8,620
| +3% | +$283K | 10% | 4 |
|
|
2023
Q1 | $10.7M | Sell |
333,113
-6,298
| -2% | -$203K | 10.05% | 4 |
|
|
2022
Q4 | $10.3M | Buy |
339,411
+5,049
| +2% | +$153K | 9.08% | 4 |
|
|
2022
Q3 | $8.61M | Sell |
334,362
-6,128
| -2% | -$158K | 9.65% | 4 |
|
|
2022
Q2 | $9.84M | Buy |
340,490
+4,141
| +1% | +$120K | 10.62% | 4 |
|
|
2022
Q1 | $11.3M | Sell |
336,349
-3,060
| -0.9% | -$102K | 12.23% | 3 |
|
|
2021
Q4 | $11.1M | Buy |
+339,409
| New | +$11.1M | 10.99% | 3 |
|