MWM
Mattern 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 | $5.59M | Buy |
130,408
+41,057
| +46% | +$1.76M | 1.16% | 19 |
|
|
2025
Q1 | $3.52M | Buy |
89,351
+9,770
| +12% | +$385K | 0.78% | 28 |
|
|
2024
Q4 | $2.82M | Sell |
79,581
-1,865
| -2% | -$66.2K | 0.62% | 32 |
|
|
2024
Q3 | $3.1M | Buy |
81,446
+7,176
| +10% | +$273K | 0.68% | 29 |
|
|
2024
Q2 | $2.67M | Buy |
74,270
+37,069
| +100% | +$1.33M | 0.64% | 49 |
|
|
2024
Q1 | $1.37M | Buy |
37,201
+4,743
| +15% | +$174K | 0.33% | 74 |
|
|
2023
Q4 | $1.12M | Buy |
32,458
+5,160
| +19% | +$177K | 0.29% | 80 |
|
|
2023
Q3 | $890K | Sell |
27,298
-22,918
| -46% | -$748K | 0.26% | 88 |
|
|
2023
Q2 | $1.65M | Sell |
50,216
-1,505
| -3% | -$49.4K | 0.48% | 60 |
|
|
2023
Q1 | $1.67M | Sell |
51,721
-11,311
| -18% | -$365K | 0.55% | 58 |
|
|
2022
Q4 | $1.92M | Sell |
63,032
-24,819
| -28% | -$754K | 0.77% | 44 |
|
|
2022
Q3 | $2.26M | Sell |
87,851
-10,027
| -10% | -$258K | 0.91% | 29 |
|
|
2022
Q2 | $2.83M | Buy |
97,878
+12,110
| +14% | +$350K | 1.11% | 24 |
|
|
2022
Q1 | $2.87M | Buy |
+85,768
| New | +$2.87M | 0.94% | 32 |
|