EWA
Encompass Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
23,131
-420
| -2% | -$18K | 0.36% | 42 |
|
|
2025
Q1 | $927K | Sell |
23,551
-431
| -2% | -$17K | 0.38% | 41 |
|
|
2024
Q4 | $851K | Buy |
23,982
+759
| +3% | +$26.9K | 0.34% | 44 |
|
|
2024
Q3 | $884K | Sell |
23,223
-105
| -0.5% | -$4K | 0.22% | 93 |
|
|
2024
Q2 | $838K | Buy |
23,328
+439
| +2% | +$15.8K | 0.22% | 90 |
|
|
2024
Q1 | $841K | Buy |
22,889
+360
| +2% | +$13.2K | 0.22% | 92 |
|
|
2023
Q4 | $774K | Buy |
22,529
+1,144
| +5% | +$39.3K | 0.23% | 85 |
|
|
2023
Q3 | $698K | Buy |
+21,385
| New | +$698K | 0.23% | 83 |
|