SFG
Sovereign Financial Group’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
28,303
+4,560
| +19% | +$195K | 0.25% | 77 |
|
|
2025
Q1 | $935K | Buy |
23,743
+268
| +1% | +$10.5K | 0.22% | 88 |
|
|
2024
Q4 | $833K | Sell |
23,475
-1,011
| -4% | -$35.9K | 0.19% | 104 |
|
|
2024
Q3 | $932K | Buy |
24,486
+674
| +3% | +$25.7K | 0.22% | 87 |
|
|
2024
Q2 | $856K | Buy |
23,812
+5,000
| +27% | +$180K | 0.21% | 91 |
|
|
2024
Q1 | $691K | Buy |
18,812
+799
| +4% | +$29.4K | 0.18% | 110 |
|
|
2023
Q4 | $619K | Buy |
18,013
+1,904
| +12% | +$65.4K | 0.19% | 104 |
|
|
2023
Q3 | $525K | Sell |
16,109
-443
| -3% | -$14.5K | 0.19% | 116 |
|
|
2023
Q2 | $544K | Buy |
16,552
+598
| +4% | +$19.6K | 0.18% | 130 |
|
|
2023
Q1 | $514K | Buy |
15,954
+3,583
| +29% | +$115K | 0.19% | 128 |
|
|
2022
Q4 | $376K | Buy |
12,371
+4,561
| +58% | +$139K | 0.15% | 147 |
|
|
2022
Q3 | $201K | Buy |
+7,810
| New | +$201K | 0.08% | 194 |
|