Life Planning Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,075
| Closed | -$174K | – | 103 |
|
2023
Q4 | $174K | Buy |
+5,075
| New | +$174K | 0.17% | 64 |
|
2022
Q3 | $219K | Hold |
8,506
| – | – | 0.25% | 48 |
|
2022
Q2 | $246K | Hold |
8,506
| – | – | 0.28% | 44 |
|
2022
Q1 | $286K | Hold |
8,506
| – | – | 0.29% | 42 |
|
2021
Q4 | $279K | Buy |
+8,506
| New | +$279K | 0.28% | 43 |
|