FWM
FMB 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 | $3.54M | Sell |
82,693
-114
| -0.1% | -$4.88K | 1.69% | 18 |
|
|
2025
Q1 | $3.26M | Sell |
82,807
-658
| -0.8% | -$25.9K | 1.8% | 18 |
|
|
2024
Q4 | $2.96M | Sell |
83,465
-258
| -0.3% | -$9.15K | 1.67% | 18 |
|
|
2024
Q3 | $3.19M | Sell |
83,723
-921
| -1% | -$35.1K | 1.8% | 17 |
|
|
2024
Q2 | $3.04M | Sell |
84,644
-1,052
| -1% | -$37.8K | 2.31% | 14 |
|
|
2024
Q1 | $3.15M | Hold |
85,696
| – | – | 2.51% | 13 |
|
|
2023
Q4 | $2.94M | Sell |
85,696
-125
| -0.1% | -$4.3K | 2.69% | 13 |
|
|
2023
Q3 | $2.8M | Hold |
85,821
| – | – | 3.01% | 13 |
|
|
2023
Q2 | $2.82M | Sell |
85,821
-222
| -0.3% | -$7.29K | 2.99% | 13 |
|
|
2023
Q1 | $2.77M | Buy |
86,043
+571
| +0.7% | +$18.4K | 3.31% | 12 |
|
|
2022
Q4 | $2.6M | Buy |
+85,472
| New | +$2.6M | 3.34% | 11 |
|