RSWM
Robertson Stephens 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 | $2.69M | Sell |
62,879
-1,399
| -2% | -$59.9K | 0.09% | 156 |
|
2025
Q1 | $2.53M | Buy |
64,278
+17
| +0% | +$669 | 0.09% | 169 |
|
2024
Q4 | $2.28M | Buy |
64,261
+52
| +0.1% | +$1.85K | 0.08% | 182 |
|
2024
Q3 | $2.45M | Sell |
64,209
-1,902
| -3% | -$72.4K | 0.09% | 173 |
|
2024
Q2 | $2.38M | Sell |
66,111
-3,129
| -5% | -$112K | 0.12% | 133 |
|
2024
Q1 | $2.54M | Sell |
69,240
-26,352
| -28% | -$968K | 0.13% | 130 |
|
2023
Q4 | $3.28M | Buy |
95,592
+2,689
| +3% | +$92.4K | 0.2% | 91 |
|
2023
Q3 | $3.03M | Buy |
+92,903
| New | +$3.03M | 0.2% | 102 |
|