LWM
LJI 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 | $1.76M | Buy |
41,013
+3,286
| +9% | +$141K | 0.31% | 37 |
|
|
2025
Q1 | $1.48M | Buy |
37,727
+3,096
| +9% | +$122K | 0.3% | 43 |
|
|
2024
Q4 | $1.23M | Sell |
34,631
-290
| -0.8% | -$10.3K | 0.24% | 45 |
|
|
2024
Q3 | $1.33M | Buy |
34,921
+1,349
| +4% | +$51.4K | 0.27% | 43 |
|
|
2024
Q2 | $1.21M | Buy |
33,572
+1,354
| +4% | +$48.7K | 0.27% | 45 |
|
|
2024
Q1 | $1.18M | Buy |
32,218
+2,459
| +8% | +$90.4K | 0.31% | 37 |
|
|
2023
Q4 | $1.02M | Buy |
29,759
+706
| +2% | +$24.3K | 0.26% | 45 |
|
|
2023
Q3 | $948K | Sell |
29,053
-769,290
| -96% | -$25.1M | 0.27% | 44 |
|
|
2023
Q2 | $949K | Buy |
798,343
+770,255
| +2,742% | +$915K | 0.28% | 41 |
|
|
2023
Q1 | $905K | Buy |
28,088
+5,476
| +24% | +$176K | 0.29% | 40 |
|
|
2022
Q4 | $687K | Buy |
+22,612
| New | +$687K | 0.24% | 46 |
|