Grand Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-201
| Closed | -$7.9K | – | 73 |
|
|
2025
Q1 | $7.9K | Buy |
201
+99
| +97% | +$3.89K | ﹤0.01% | 63 |
|
|
2024
Q4 | $3.62K | Buy |
+102
| New | +$3.62K | ﹤0.01% | 63 |
|
|
2024
Q2 | – | Sell |
-737
| Closed | -$27.1K | – | 63 |
|
|
2024
Q1 | $27.1K | Hold |
737
| – | – | 0.01% | 62 |
|
|
2023
Q4 | $25.3K | Hold |
737
| – | – | 0.01% | 65 |
|
|
2023
Q3 | $24K | Hold |
737
| – | – | 0.01% | 59 |
|
|
2023
Q2 | $24.2K | Sell |
737
-615
| -45% | -$20.2K | 0.01% | 56 |
|
|
2023
Q1 | $43.6K | Hold |
1,352
| – | – | 0.03% | 48 |
|
|
2022
Q4 | $41.1K | Hold |
1,352
| – | – | 0.03% | 47 |
|
|
2022
Q3 | $35K | Hold |
1,352
| – | – | 0.02% | 47 |
|
|
2022
Q2 | $39K | Hold |
1,352
| – | – | 0.02% | 49 |
|
|
2022
Q1 | $45K | Sell |
1,352
-420
| -24% | -$14K | 0.02% | 46 |
|
|
2021
Q4 | $58K | Buy |
+1,772
| New | +$58K | 0.03% | 44 |
|