Sequoia Financial 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 | $26.2M | Sell |
612,876
-23,136
| -4% | -$991K | 0.18% | 102 |
|
|
2025
Q1 | $25M | Buy |
636,012
+81,055
| +15% | +$3.19M | 0.19% | 103 |
|
|
2024
Q4 | $19.7M | Sell |
554,957
-6,744
| -1% | -$239K | 0.19% | 111 |
|
|
2024
Q3 | $21.4M | Sell |
561,701
-7,093
| -1% | -$270K | 0.23% | 92 |
|
|
2024
Q2 | $20.4M | Buy |
568,794
+4,820
| +0.9% | +$173K | 0.25% | 91 |
|
|
2024
Q1 | $20.7M | Buy |
563,974
+4,418
| +0.8% | +$162K | 0.26% | 86 |
|
|
2023
Q4 | $19.2M | Buy |
559,556
+17,222
| +3% | +$592K | 0.24% | 85 |
|
|
2023
Q3 | $17.7M | Sell |
542,334
-3,259
| -0.6% | -$106K | 0.31% | 62 |
|
|
2023
Q2 | $17.9M | Sell |
545,593
-16,079
| -3% | -$528K | 0.31% | 63 |
|
|
2023
Q1 | $18.1M | Buy |
561,672
+81,609
| +17% | +$2.63M | 0.4% | 45 |
|
|
2022
Q4 | $14.6M | Buy |
480,063
+20,246
| +4% | +$615K | 0.36% | 56 |
|
|
2022
Q3 | $11.8M | Sell |
459,817
-10,625
| -2% | -$274K | 0.37% | 46 |
|
|
2022
Q2 | $13.6M | Buy |
470,442
+3,051
| +0.7% | +$88.1K | 0.38% | 48 |
|
|
2022
Q1 | $15.6M | Buy |
467,391
+10,833
| +2% | +$363K | 0.39% | 44 |
|
|
2021
Q4 | $15M | Buy |
+456,558
| New | +$15M | 0.41% | 40 |
|