Herold Advisors’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 | $2.47M | Sell |
57,762
-3,929
| -6% | -$168K | 0.52% | 55 |
|
|
2025
Q1 | $2.43M | Buy |
61,691
+10,830
| +21% | +$426K | 0.53% | 53 |
|
|
2024
Q4 | $1.8M | Buy |
50,861
+4,255
| +9% | +$151K | 0.39% | 70 |
|
|
2024
Q3 | $1.77M | Buy |
46,606
+1,740
| +4% | +$66.3K | 0.39% | 72 |
|
|
2024
Q2 | $1.61M | Buy |
44,866
+13,903
| +45% | +$500K | 0.37% | 72 |
|
|
2024
Q1 | $1.14M | Buy |
30,963
+21,837
| +239% | +$803K | 0.28% | 112 |
|
|
2023
Q4 | $314K | Buy |
+9,126
| New | +$314K | 0.09% | 199 |
|