Elevate 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 | $9.57M | Sell |
223,432
-24,622
| -10% | -$1.05M | 6.81% | 4 |
|
|
2025
Q1 | $9.76M | Sell |
248,054
-23
| -0% | -$905 | 6.92% | 4 |
|
|
2024
Q4 | $8.68M | Buy |
248,077
+15,551
| +7% | +$544K | 6.51% | 4 |
|
|
2024
Q3 | $8.85M | Buy |
232,526
+4,217
| +2% | +$161K | 6.57% | 4 |
|
|
2024
Q2 | $8.21M | Buy |
228,309
+20,938
| +10% | +$753K | 6.66% | 4 |
|
|
2024
Q1 | $7.62M | Buy |
207,371
+30,902
| +18% | +$1.14M | 6.63% | 4 |
|
|
2023
Q4 | $6.06M | Buy |
+176,469
| New | +$6.06M | 5.56% | 4 |
|