LGWM
Litman Gregory Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $349K | Buy |
8,146
+285
| +4% | +$12.2K | 0.03% | 110 |
|
2025
Q1 | $309K | Hold |
7,861
| – | – | 0.03% | 113 |
|
2024
Q4 | $279K | Sell |
7,861
-1,193
| -13% | -$42.3K | 0.02% | 112 |
|
2024
Q3 | $345K | Buy |
9,054
+1,136
| +14% | +$43.3K | 0.03% | 109 |
|
2024
Q2 | $285K | Sell |
7,918
-548
| -6% | -$19.7K | 0.03% | 114 |
|
2024
Q1 | $311K | Buy |
8,466
+17
| +0.2% | +$625 | 0.03% | 108 |
|
2023
Q4 | $290K | Sell |
8,449
-888
| -10% | -$30.5K | 0.03% | 105 |
|
2023
Q3 | $305K | Buy |
9,337
+73
| +0.8% | +$2.38K | 0.03% | 102 |
|
2023
Q2 | $304K | Buy |
+9,264
| New | +$304K | 0.04% | 70 |
|