MWC
MBM Wealth Consultants’s Dimensional International Value ETF DFIV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,138
| Closed | -$166K | – | 148 |
|
2023
Q1 | $166K | Hold |
5,138
| – | – | 0.07% | 109 |
|
2022
Q4 | $157K | Hold |
5,138
| – | – | 0.07% | 101 |
|
2022
Q3 | $136K | Hold |
5,138
| – | – | 0.07% | 90 |
|
2022
Q2 | $148K | Hold |
5,138
| – | – | 0.07% | 88 |
|
2022
Q1 | $172K | Hold |
5,138
| – | – | 0.07% | 101 |
|
2021
Q4 | $169K | Hold |
5,138
| – | – | 0.07% | 100 |
|
2021
Q3 | $168K | Buy |
+5,138
| New | +$168K | 0.08% | 110 |
|