FMWA
Forvis Mazars 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 | $30.1M | Sell |
702,043
-28,493
| -4% | -$1.22M | 0.65% | 28 |
|
2025
Q1 | $28.8M | Sell |
730,536
-87,768
| -11% | -$3.45M | 0.69% | 26 |
|
2024
Q4 | $29M | Sell |
818,304
-14,939
| -2% | -$530K | 0.67% | 27 |
|
2024
Q3 | $31.7M | Sell |
833,243
-20,658
| -2% | -$787K | 0.73% | 26 |
|
2024
Q2 | $30.7M | Buy |
853,901
+3,142
| +0.4% | +$113K | 0.77% | 26 |
|
2024
Q1 | $31.3M | Buy |
850,759
+3,511
| +0.4% | +$129K | 0.79% | 25 |
|
2023
Q4 | $29.1M | Sell |
847,248
-1,877
| -0.2% | -$64.5K | 0.81% | 23 |
|
2023
Q3 | $27.7M | Sell |
849,125
-11,205
| -1% | -$366K | 0.84% | 23 |
|
2023
Q2 | $28.3M | Buy |
860,330
+35,074
| +4% | +$1.15M | 0.83% | 23 |
|
2023
Q1 | $26.6M | Buy |
825,256
+16,352
| +2% | +$527K | 0.87% | 21 |
|
2022
Q4 | $24.6M | Buy |
808,904
+62,082
| +8% | +$1.89M | 0.86% | 22 |
|
2022
Q3 | $19.2M | Buy |
746,822
+54,953
| +8% | +$1.42M | 0.78% | 22 |
|
2022
Q2 | $20M | Buy |
+691,869
| New | +$20M | 0.81% | 21 |
|