Schwarz Dygos Wheeler Investment Advisors’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 | $301K | Hold |
7,021
| – | – | 0.07% | 133 |
|
|
2025
Q1 | $276K | Hold |
7,021
| – | – | 0.07% | 137 |
|
|
2024
Q4 | $249K | Hold |
7,021
| – | – | 0.06% | 144 |
|
|
2024
Q3 | $267K | Hold |
7,021
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $252K | Hold |
7,021
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $258K | Hold |
7,021
| – | – | 0.07% | 127 |
|
|
2023
Q4 | $241K | Sell |
7,021
-365
| -5% | -$12.5K | 0.07% | 133 |
|
|
2023
Q3 | $241K | Buy |
7,386
+365
| +5% | +$11.9K | 0.08% | 125 |
|
|
2023
Q2 | $231K | Hold |
7,021
| – | – | 0.08% | 128 |
|
|
2023
Q1 | $226K | Hold |
7,021
| – | – | 0.08% | 120 |
|
|
2022
Q4 | $213K | Buy |
+7,021
| New | +$213K | 0.08% | 117 |
|
|
2022
Q1 | – | Sell |
-6,690
| Closed | -$220K | – | 138 |
|
|
2021
Q4 | $220K | Hold |
6,690
| – | – | 0.07% | 123 |
|
|
2021
Q3 | $219K | Buy |
+6,690
| New | +$219K | 0.08% | 120 |
|