Perigon 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 | $5.46M | Buy |
127,480
+6,855
| +6% | +$294K | 0.13% | 157 |
|
|
2025
Q1 | $4.75M | Buy |
120,625
+10,806
| +10% | +$425K | 0.12% | 168 |
|
|
2024
Q4 | $3.96M | Buy |
109,819
+17,969
| +20% | +$649K | 0.1% | 199 |
|
|
2024
Q3 | $3.5M | Sell |
91,850
-11,009
| -11% | -$419K | 0.09% | 202 |
|
|
2024
Q2 | $3.7M | Buy |
102,859
+5,265
| +5% | +$189K | 0.11% | 170 |
|
|
2024
Q1 | $3.59M | Buy |
+97,594
| New | +$3.59M | 0.11% | 171 |
|
|
2022
Q2 | – | Sell |
-11,420
| Closed | -$382K | – | 580 |
|
|
2022
Q1 | $382K | Buy |
+11,420
| New | +$382K | 0.03% | 414 |
|