SWA
ShankerValleau 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 | $16.6M | Sell |
387,258
-42,242
| -10% | -$1.81M | 4.73% | 6 |
|
|
2025
Q1 | $16.9M | Sell |
429,500
-31,215
| -7% | -$1.23M | 5.49% | 6 |
|
|
2024
Q4 | $16.3M | Buy |
460,715
+225,494
| +96% | +$8M | 5.25% | 6 |
|
|
2024
Q3 | $8.96M | Buy |
235,221
+2,127
| +0.9% | +$81K | 3.05% | 9 |
|
|
2024
Q2 | $8.38M | Sell |
233,094
-3,757
| -2% | -$135K | 3.59% | 9 |
|
|
2024
Q1 | $8.7M | Buy |
236,851
+1,943
| +0.8% | +$71.4K | 4.01% | 9 |
|
|
2023
Q4 | $8.07M | Buy |
234,908
+8,145
| +4% | +$280K | 4.11% | 8 |
|
|
2023
Q3 | $7.4M | Buy |
226,763
+5,976
| +3% | +$195K | 4.16% | 8 |
|
|
2023
Q2 | $7.25M | Buy |
220,787
+2,230
| +1% | +$73.3K | 3.99% | 8 |
|
|
2023
Q1 | $7.04M | Sell |
218,557
-5,942
| -3% | -$192K | 4.09% | 8 |
|
|
2022
Q4 | $6.82M | Sell |
224,499
-18,635
| -8% | -$567K | 4.23% | 8 |
|
|
2022
Q3 | $6.26M | Buy |
243,134
+14,590
| +6% | +$376K | 4.24% | 8 |
|
|
2022
Q2 | $6.6M | Sell |
228,544
-18,058
| -7% | -$522K | 4.3% | 8 |
|
|
2022
Q1 | $8.26M | Buy |
246,602
+2,682
| +1% | +$89.8K | 4.95% | 7 |
|
|
2021
Q4 | $8.01M | Buy |
+243,920
| New | +$8.01M | 4.6% | 7 |
|