LWM
Lodestone 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 | $1.95M | Sell |
45,487
-173
| -0.4% | -$7.41K | 0.95% | 38 |
|
|
2025
Q1 | $1.8M | Sell |
45,660
-587
| -1% | -$23.1K | 0.96% | 40 |
|
|
2024
Q4 | $1.64M | Sell |
46,247
-122
| -0.3% | -$4.33K | 0.82% | 45 |
|
|
2024
Q3 | $1.77M | Sell |
46,369
-3,260
| -7% | -$124K | 0.88% | 41 |
|
|
2024
Q2 | $1.78M | Buy |
49,629
+149
| +0.3% | +$5.36K | 0.94% | 38 |
|
|
2024
Q1 | $1.82M | Buy |
49,480
+2,158
| +5% | +$79.3K | 0.95% | 40 |
|
|
2023
Q4 | $1.63M | Buy |
47,322
+1,197
| +3% | +$41.1K | 0.94% | 42 |
|
|
2023
Q3 | $1.5M | Buy |
46,125
+14,612
| +46% | +$477K | 1.05% | 36 |
|
|
2023
Q2 | $1.04M | Buy |
31,513
+24,470
| +347% | +$804K | 0.71% | 48 |
|
|
2023
Q1 | $227K | Buy |
+7,043
| New | +$227K | 0.18% | 122 |
|