SWA
Sax Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.9M | Buy |
651,838
+148,763
| +30% | +$6.37M | 1.69% | 12 |
|
|
2025
Q1 | $19.8M | Buy |
503,075
+63,387
| +14% | +$2.49M | 1.42% | 14 |
|
|
2024
Q4 | $15.6M | Buy |
439,688
+76,723
| +21% | +$2.72M | 1.22% | 17 |
|
|
2024
Q3 | $13.8M | Buy |
362,965
+46,213
| +15% | +$1.76M | 1.23% | 18 |
|
|
2024
Q2 | $11.4M | Buy |
316,752
+33,013
| +12% | +$1.19M | 1.08% | 21 |
|
|
2024
Q1 | $10.4M | Buy |
283,739
+77,448
| +38% | +$2.85M | 1.22% | 18 |
|
|
2023
Q4 | $7.09M | Buy |
206,291
+20,343
| +11% | +$699K | 1.16% | 23 |
|
|
2023
Q3 | $6.07M | Buy |
185,948
+6,927
| +4% | +$226K | 1.2% | 23 |
|
|
2023
Q2 | $5.88M | Sell |
179,021
-1,712
| -0.9% | -$56.2K | 1.17% | 23 |
|
|
2023
Q1 | $5.83M | Buy |
180,733
+7,738
| +4% | +$249K | 1.27% | 22 |
|
|
2022
Q4 | $5.26M | Buy |
172,995
+2,127
| +1% | +$64.7K | 1.21% | 20 |
|
|
2022
Q3 | $4.4M | Buy |
170,868
+1,959
| +1% | +$50.5K | 1.13% | 19 |
|
|
2022
Q2 | $4.88M | Buy |
168,909
+4,228
| +3% | +$122K | 1.24% | 18 |
|
|
2022
Q1 | $5.51M | Sell |
164,681
-5,425
| -3% | -$182K | 1.33% | 18 |
|
|
2021
Q4 | $5.58M | Buy |
+170,106
| New | +$5.58M | 1.16% | 20 |
|