SWM
Sterling Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
+104,199
| New | +$4.46M | 1.52% | 17 |
|
|
2024
Q4 | $3.55M | Buy |
100,163
+7,674
| +8% | +$272K | 1.31% | 20 |
|
|
2024
Q3 | $3.52M | Buy |
92,489
+26,679
| +41% | +$1.02M | 1.31% | 20 |
|
|
2024
Q2 | $2.37M | Buy |
65,810
+11,248
| +21% | +$404K | 1.12% | 19 |
|
|
2024
Q1 | $2.01M | Buy |
54,562
+6,744
| +14% | +$248K | 1% | 19 |
|
|
2023
Q4 | $1.64M | Buy |
+47,818
| New | +$1.64M | 0.92% | 19 |
|