Mills Wealth Advisors’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 | $977K | Sell |
22,822
-1,051
| -4% | -$45K | 0.45% | 34 |
|
2025
Q1 | $940K | Sell |
23,873
-909
| -4% | -$35.8K | 0.5% | 30 |
|
2024
Q4 | $879K | Sell |
24,782
-350
| -1% | -$12.4K | 0.5% | 29 |
|
2024
Q3 | $957K | Sell |
25,132
-662
| -3% | -$25.2K | 0.66% | 27 |
|
2024
Q2 | $927K | Hold |
25,794
| – | – | 0.66% | 27 |
|
2024
Q1 | $948K | Hold |
25,794
| – | – | 0.7% | 27 |
|
2023
Q4 | $886K | Buy |
25,794
+460
| +2% | +$15.8K | 0.68% | 25 |
|
2023
Q3 | $826K | Hold |
25,334
| – | – | 0.66% | 23 |
|
2023
Q2 | $832K | Hold |
25,334
| – | – | 0.63% | 23 |
|
2023
Q1 | $817K | Buy |
25,334
+115
| +0.5% | +$3.71K | 0.66% | 23 |
|
2022
Q4 | $767K | Buy |
+25,219
| New | +$767K | 0.69% | 25 |
|