MSWM
McGlone Suttner 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 | $30.9M | Buy |
722,051
+13,285
| +2% | +$569K | 4.67% | 6 |
|
|
2025
Q1 | $27.9M | Buy |
708,766
+6,411
| +0.9% | +$252K | 4.58% | 7 |
|
|
2024
Q4 | $24.9M | Buy |
702,355
+168,500
| +32% | +$5.98M | 4.16% | 7 |
|
|
2024
Q3 | $20.3M | Sell |
533,855
-24,449
| -4% | -$931K | 4.23% | 6 |
|
|
2024
Q2 | $19.2M | Sell |
558,304
-80,817
| -13% | -$2.78M | 3.94% | 6 |
|
|
2024
Q1 | $23.5M | Buy |
639,121
+80,817
| +14% | +$2.97M | 4.41% | 7 |
|
|
2023
Q4 | $19.2M | Buy |
558,304
+45,444
| +9% | +$1.56M | 3.79% | 6 |
|
|
2023
Q3 | $16.7M | Buy |
512,860
+16,733
| +3% | +$546K | 3.88% | 6 |
|
|
2023
Q2 | $16.3M | Buy |
496,127
+29,717
| +6% | +$976K | 3.72% | 6 |
|
|
2023
Q1 | $15M | Buy |
466,410
+38,118
| +9% | +$1.23M | 3.86% | 7 |
|
|
2022
Q4 | $13M | Buy |
+428,292
| New | +$13M | 4.13% | 6 |
|