Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,226
| Closed | -$205K | – | 99 |
|
|
2023
Q2 | $205K | Sell |
6,226
-1,196
| -16% | -$39.3K | 0.09% | 94 |
|
|
2023
Q1 | $239K | Sell |
7,422
-8,962
| -55% | -$289K | 0.12% | 86 |
|
|
2022
Q4 | $498K | Sell |
16,384
-589
| -3% | -$17.9K | 0.31% | 47 |
|
|
2022
Q3 | $437K | Buy |
16,973
+2,645
| +18% | +$68.1K | 0.3% | 50 |
|
|
2022
Q2 | $479K | Buy |
+14,328
| New | +$479K | 0.29% | 53 |
|
|
2022
Q1 | – | Sell |
-13,981
| Closed | -$458K | – | 93 |
|
|
2021
Q4 | $458K | Buy |
13,981
+2,418
| +21% | +$79.2K | 0.27% | 54 |
|
|
2021
Q3 | $378K | Buy |
+11,563
| New | +$378K | 0.24% | 56 |
|