LWP
Laurel Wealth Planning’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
117,308
-2,429
| -2% | -$104K | 2.86% | 16 |
|
|
2025
Q1 | $4.71M | Buy |
119,737
+2,279
| +2% | +$89.7K | 3.13% | 12 |
|
|
2024
Q4 | $4.17M | Buy |
117,458
+3,007
| +3% | +$107K | 2.69% | 16 |
|
|
2024
Q3 | $4.36M | Sell |
114,451
-1,070
| -0.9% | -$40.7K | 2.85% | 14 |
|
|
2024
Q2 | $4.15M | Sell |
115,521
-12,812
| -10% | -$460K | 2.89% | 12 |
|
|
2024
Q1 | $4.72M | Buy |
128,333
+4,157
| +3% | +$153K | 3.13% | 11 |
|
|
2023
Q4 | $4.27M | Buy |
124,176
+1,711
| +1% | +$58.8K | 3.02% | 12 |
|
|
2023
Q3 | $4M | Buy |
122,465
+9,861
| +9% | +$322K | 3.11% | 11 |
|
|
2023
Q2 | $3.7M | Buy |
112,604
+8,798
| +8% | +$289K | 2.64% | 15 |
|
|
2023
Q1 | $3.35M | Buy |
103,806
+19,180
| +23% | +$618K | 2.22% | 18 |
|
|
2022
Q4 | $2.57M | Sell |
84,626
-2,860
| -3% | -$86.9K | 1.66% | 24 |
|
|
2022
Q3 | $2.25M | Sell |
87,486
-1,240
| -1% | -$31.9K | 1.66% | 22 |
|
|
2022
Q2 | $2.56M | Buy |
88,726
+31,868
| +56% | +$921K | 1.8% | 19 |
|
|
2022
Q1 | $1.9M | Buy |
+56,858
| New | +$1.9M | 1.29% | 28 |
|