SWM
Seaside 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 | $296K | Sell |
6,909
-1,772
| -20% | -$75.9K | 0.09% | 53 |
|
|
2025
Q1 | $342K | Buy |
8,681
+30
| +0.3% | +$1.18K | 0.12% | 42 |
|
|
2024
Q4 | $307K | Buy |
8,651
+81
| +0.9% | +$2.87K | 0.11% | 43 |
|
|
2024
Q3 | $326K | Buy |
8,570
+50
| +0.6% | +$1.9K | 0.12% | 43 |
|
|
2024
Q2 | $306K | Buy |
8,520
+158
| +2% | +$5.68K | 0.13% | 44 |
|
|
2024
Q1 | $307K | Sell |
8,362
-184
| -2% | -$6.76K | 0.13% | 41 |
|
|
2023
Q4 | $294K | Buy |
8,546
+79
| +0.9% | +$2.71K | 0.13% | 41 |
|
|
2023
Q3 | $276K | Buy |
8,467
+70
| +0.8% | +$2.28K | 0.14% | 38 |
|
|
2023
Q2 | $276K | Buy |
8,397
+143
| +2% | +$4.7K | 0.14% | 39 |
|
|
2023
Q1 | $266K | Buy |
8,254
+36
| +0.4% | +$1.16K | 0.16% | 37 |
|
|
2022
Q4 | $250K | Buy |
8,218
+75
| +0.9% | +$2.28K | 0.17% | 39 |
|
|
2022
Q3 | $227K | Buy |
8,143
+31
| +0.4% | +$864 | 0.16% | 44 |
|
|
2022
Q2 | $240K | Buy |
+8,112
| New | +$240K | 0.18% | 43 |
|