Mowery & Schoenfeld 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 | – | Sell |
-1,053
| Closed | -$41.4K | – | 404 |
|
|
2025
Q1 | $41.4K | Hold |
1,053
| – | – | 0.08% | 145 |
|
|
2024
Q4 | $37.4K | Sell |
1,053
-8,152
| -89% | -$289K | 0.07% | 127 |
|
|
2024
Q3 | $351K | Hold |
9,205
| – | – | 0.55% | 28 |
|
|
2024
Q2 | $331K | Buy |
9,205
+3,433
| +59% | +$123K | 0.48% | 29 |
|
|
2024
Q1 | $212K | Sell |
5,772
-477
| -8% | -$17.5K | 0.41% | 30 |
|
|
2023
Q4 | $215K | Buy |
+6,249
| New | +$215K | 0.43% | 34 |
|