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Forthright Family Wealth Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Forthright Family Wealth Advisory’s Portfolio DFIV Stock Details DFIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,003
Closed -$360K – 66
2024
Q2 		$360K Sell
10,003
-1,733
-15% -$62.3K 0.23% 49
2024
Q1 		$431K Sell
11,736
-642
-5% -$23.6K 0.29% 43
2023
Q4 		$425K Buy
+12,378
New +$425K 0.33% 36