Sterling Financial Planning’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 | $13.8M | Buy |
321,412
+5,919
| +2% | +$254K | 4.6% | 6 |
|
|
2025
Q1 | $12.4M | Buy |
315,493
+33,275
| +12% | +$1.31M | 4.5% | 6 |
|
|
2024
Q4 | $10M | Sell |
282,218
-6,840
| -2% | -$243K | 3.68% | 6 |
|
|
2024
Q3 | $11M | Buy |
289,058
+30,760
| +12% | +$1.17M | 4.06% | 6 |
|
|
2024
Q2 | $9.28M | Buy |
258,298
+17,898
| +7% | +$643K | 3.77% | 6 |
|
|
2024
Q1 | $8.83M | Buy |
240,400
+13,555
| +6% | +$498K | 3.58% | 7 |
|
|
2023
Q4 | $7.79M | Buy |
226,845
+30,682
| +16% | +$1.05M | 3.37% | 8 |
|
|
2023
Q3 | $6.4M | Buy |
196,163
+8,130
| +4% | +$265K | 3.28% | 9 |
|
|
2023
Q2 | $6.18M | Buy |
188,033
+45,152
| +32% | +$1.48M | 3.06% | 9 |
|
|
2023
Q1 | $4.61M | Buy |
142,881
+30,732
| +27% | +$990K | 2.5% | 10 |
|
|
2022
Q4 | $3.41M | Buy |
112,149
+49,936
| +80% | +$1.52M | 2.03% | 14 |
|
|
2022
Q3 | $1.6M | Buy |
62,213
+45,929
| +282% | +$1.18M | 1.12% | 24 |
|
|
2022
Q2 | $470K | Buy |
+16,284
| New | +$470K | 0.33% | 53 |
|