FSWA
Financial Synergies 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 | $2.61M | Buy |
60,908
+203
| +0.3% | +$8.7K | 0.28% | 33 |
|
|
2025
Q1 | $2.39M | Buy |
60,705
+594
| +1% | +$23.4K | 0.29% | 32 |
|
|
2024
Q4 | $2.13M | Buy |
60,111
+1,792
| +3% | +$63.6K | 0.26% | 33 |
|
|
2024
Q3 | $2.22M | Sell |
58,319
-1,249
| -2% | -$47.6K | 0.28% | 31 |
|
|
2024
Q2 | $2.14M | Buy |
59,568
+1,089
| +2% | +$39.1K | 0.29% | 30 |
|
|
2024
Q1 | $2.15M | Buy |
58,479
+8,255
| +16% | +$303K | 0.28% | 32 |
|
|
2023
Q4 | $1.53M | Sell |
50,224
-3,922
| -7% | -$119K | 0.24% | 34 |
|
|
2023
Q3 | $1.77M | Buy |
54,146
+2,214
| +4% | +$72.2K | 0.26% | 31 |
|
|
2023
Q2 | $1.71M | Sell |
51,932
-273
| -0.5% | -$8.97K | 0.24% | 33 |
|
|
2023
Q1 | $1.68M | Buy |
52,205
+1,981
| +4% | +$63.8K | 0.25% | 34 |
|
|
2022
Q4 | $1.53M | Buy |
50,224
+14,390
| +40% | +$437K | 0.24% | 34 |
|
|
2022
Q3 | $923K | Buy |
35,834
+355
| +1% | +$9.15K | 0.16% | 41 |
|
|
2022
Q2 | $1.02M | Buy |
+35,479
| New | +$1.02M | 0.17% | 38 |
|
|
2022
Q1 | – | Sell |
-30,155
| Closed | -$990K | – | 63 |
|
|
2021
Q4 | $990K | Buy |
30,155
+444
| +1% | +$14.6K | 0.14% | 38 |
|
|
2021
Q3 | $973K | Buy |
+29,711
| New | +$973K | 0.13% | 34 |
|