SWM
Soundmark Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-67,587
| Closed | -$2.48M | – | 21 |
|
|
2024
Q1 | $2.48M | Sell |
67,587
-370
| -0.5% | -$13.6K | 1.1% | 24 |
|
|
2023
Q4 | $2.33M | Buy |
67,957
+181
| +0.3% | +$6.22K | 1.15% | 25 |
|
|
2023
Q3 | $2.21M | Sell |
67,776
-1,903
| -3% | -$62.1K | 1.23% | 23 |
|
|
2023
Q2 | $2.29M | Sell |
69,679
-53
| -0.1% | -$1.74K | 1.28% | 23 |
|
|
2023
Q1 | $2.25M | Buy |
69,732
+150
| +0.2% | +$4.83K | 1.34% | 22 |
|
|
2022
Q4 | $2.12M | Sell |
69,582
-4,851
| -7% | -$147K | 1.37% | 23 |
|
|
2022
Q3 | $1.92M | Sell |
74,433
-1,641
| -2% | -$42.3K | 1.34% | 21 |
|
|
2022
Q2 | $2.2M | Buy |
76,074
+1,200
| +2% | +$34.7K | 1.57% | 21 |
|
|
2022
Q1 | $2.51M | Sell |
74,874
-2,797
| -4% | -$93.7K | 1.76% | 19 |
|
|
2021
Q4 | $2.55M | Sell |
77,671
-4,507
| -5% | -$148K | 1.74% | 18 |
|
|
2021
Q3 | $2.69M | Buy |
+82,178
| New | +$2.69M | 0.97% | 21 |
|