Lakeshore Financial Planning’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 | $2.78M | Buy |
64,988
+31
| +0% | +$1.33K | 1.12% | 16 |
|
|
2025
Q1 | $2.56M | Sell |
64,957
-140,472
| -68% | -$5.53M | 1.06% | 15 |
|
|
2024
Q4 | $7.29M | Sell |
205,429
-95,423
| -32% | -$3.39M | 3.11% | 11 |
|
|
2024
Q3 | $11.5M | Sell |
300,852
-165,289
| -35% | -$6.29M | 5.05% | 8 |
|
|
2024
Q2 | $16.8M | Buy |
466,141
+7,313
| +2% | +$263K | 8.18% | 4 |
|
|
2024
Q1 | $16.9M | Buy |
458,828
+2,441
| +0.5% | +$89.7K | 8.53% | 3 |
|
|
2023
Q4 | $15.7M | Buy |
456,387
+5,566
| +1% | +$191K | 8.71% | 3 |
|
|
2023
Q3 | $14.7M | Buy |
+450,821
| New | +$14.7M | 8.38% | 4 |
|