FWM
Fonville 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 | $10.7M | Buy |
249,588
+21,806
| +10% | +$934K | 2.71% | 10 |
|
2025
Q1 | $8.97M | Buy |
227,782
+15,978
| +8% | +$629K | 2.64% | 11 |
|
2024
Q4 | $7.51M | Buy |
211,804
+31,018
| +17% | +$1.1M | 2.48% | 12 |
|
2024
Q3 | $6.88M | Buy |
180,786
+9,448
| +6% | +$360K | 2.38% | 13 |
|
2024
Q2 | $6.16M | Buy |
171,338
+18,545
| +12% | +$667K | 2.44% | 12 |
|
2024
Q1 | $5.62M | Buy |
152,793
+20,774
| +16% | +$763K | 2.49% | 12 |
|
2023
Q4 | $4.54M | Buy |
+132,019
| New | +$4.54M | 2.41% | 14 |
|