Meritas Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
329,130
-1,263
| -0.4% | -$54.1K | 7.75% | 5 |
|
|
2025
Q1 | $13M | Buy |
330,393
+21,111
| +7% | +$831K | 7.63% | 5 |
|
|
2024
Q4 | $11M | Buy |
309,282
+22,962
| +8% | +$815K | 6.6% | 6 |
|
|
2024
Q3 | $10.9M | Buy |
286,320
+17,269
| +6% | +$658K | 6.75% | 5 |
|
|
2024
Q2 | $9.67M | Sell |
269,051
-552
| -0.2% | -$19.8K | 6.82% | 4 |
|
|
2024
Q1 | $9.91M | Buy |
269,603
+24,646
| +10% | +$906K | 6.9% | 5 |
|
|
2023
Q4 | $8.42M | Sell |
244,957
-38,926
| -14% | -$1.34M | 6.31% | 5 |
|
|
2023
Q3 | $9.26M | Buy |
283,883
+8,875
| +3% | +$290K | 7.1% | 5 |
|
|
2023
Q2 | $9.03M | Buy |
275,008
+368
| +0.1% | +$12.1K | 6.78% | 5 |
|
|
2023
Q1 | $8.85M | Buy |
274,640
+25,888
| +10% | +$834K | 6.96% | 5 |
|
|
2022
Q4 | $7.56M | Buy |
+248,752
| New | +$7.56M | 6.25% | 5 |
|