MWM
Melfa 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 | $708K | Sell |
16,540
-1,209
| -7% | -$51.8K | 0.45% | 54 |
|
2025
Q1 | $699K | Buy |
17,749
+1,145
| +7% | +$45.1K | 0.47% | 54 |
|
2024
Q4 | $589K | Buy |
16,604
+424
| +3% | +$15K | 0.39% | 66 |
|
2024
Q3 | $616K | Buy |
16,180
+14
| +0.1% | +$533 | 0.41% | 63 |
|
2024
Q2 | $581K | Buy |
16,166
+360
| +2% | +$12.9K | 0.41% | 62 |
|
2024
Q1 | $581K | Buy |
+15,806
| New | +$581K | 0.42% | 63 |
|