EWA
EverSource 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 | $5.06M | Buy |
118,048
+14,485
| +14% | +$620K | 0.23% | 97 |
|
2025
Q1 | $4.08M | Sell |
103,563
-20
| -0% | -$787 | 0.22% | 96 |
|
2024
Q4 | $3.68M | Sell |
103,583
-1,630
| -2% | -$57.8K | 0.21% | 98 |
|
2024
Q3 | $4.01M | Buy |
105,213
+615
| +0.6% | +$23.4K | 0.25% | 83 |
|
2024
Q2 | $3.9M | Sell |
104,598
-924
| -0.9% | -$34.4K | 0.26% | 83 |
|
2024
Q1 | $3.82M | Sell |
105,522
-499
| -0.5% | -$18K | 0.3% | 76 |
|
2023
Q4 | $3.64M | Buy |
106,021
+1,165
| +1% | +$40K | 0.33% | 74 |
|
2023
Q3 | $3.42M | Sell |
104,856
-39
| -0% | -$1.27K | 0.36% | 73 |
|
2023
Q2 | $3.45M | Buy |
104,895
+24
| +0% | +$788 | 0.38% | 70 |
|
2023
Q1 | $3.38M | Sell |
104,871
-186
| -0.2% | -$6K | 0.42% | 62 |
|
2022
Q4 | $3.19M | Buy |
105,057
+24
| +0% | +$730 | 0.48% | 54 |
|
2022
Q3 | $2.71M | Buy |
105,033
+7,348
| +8% | +$189K | 0.62% | 34 |
|
2022
Q2 | $2.82M | Buy |
97,685
+302
| +0.3% | +$8.72K | 0.73% | 28 |
|
2022
Q1 | $3.26M | Buy |
97,383
+4,543
| +5% | +$152K | 0.83% | 26 |
|
2021
Q4 | $3.05M | Buy |
+92,840
| New | +$3.05M | 0.85% | 24 |
|