JFS Wealth 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 | $1.88M | Sell |
43,955
-825
| -2% | -$35.3K | 0.12% | 103 |
|
|
2025
Q1 | $1.76M | Buy |
44,780
+318
| +0.7% | +$12.5K | 0.12% | 101 |
|
|
2024
Q4 | $1.58M | Sell |
44,462
-65
| -0.1% | -$2.31K | 0.11% | 108 |
|
|
2024
Q3 | $1.7M | Sell |
44,527
-1,085
| -2% | -$41.3K | 0.11% | 106 |
|
|
2024
Q2 | $1.64M | Sell |
45,612
-1,755
| -4% | -$63.1K | 0.13% | 89 |
|
|
2024
Q1 | $1.74M | Sell |
47,367
-4,057
| -8% | -$149K | 0.14% | 85 |
|
|
2023
Q4 | $1.77M | Sell |
51,424
-415
| -0.8% | -$14.3K | 0.15% | 83 |
|
|
2023
Q3 | $1.69M | Sell |
51,839
-2,839
| -5% | -$92.6K | 0.16% | 87 |
|
|
2023
Q2 | $1.8M | Sell |
54,678
-3,016
| -5% | -$99.1K | 0.16% | 86 |
|
|
2023
Q1 | $1.86M | Buy |
57,694
+349
| +0.6% | +$11.2K | 0.18% | 85 |
|
|
2022
Q4 | $1.74M | Buy |
57,345
+1,572
| +3% | +$47.8K | 0.17% | 89 |
|
|
2022
Q3 | $1.44M | Buy |
55,773
+467
| +0.8% | +$12K | 0.16% | 92 |
|
|
2022
Q2 | $1.6M | Buy |
55,306
+758
| +1% | +$21.9K | 0.17% | 82 |
|
|
2022
Q1 | $1.83M | Buy |
54,548
+33
| +0.1% | +$1.11K | 0.17% | 89 |
|
|
2021
Q4 | $1.79M | Buy |
54,515
+1,119
| +2% | +$36.7K | 0.17% | 91 |
|
|
2021
Q3 | $1.75M | Buy |
+53,396
| New | +$1.75M | 0.18% | 87 |
|