Stone Summit Wealth’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 | $7.23M | Buy |
168,791
+7,829
| +5% | +$335K | 2.24% | 7 |
|
|
2025
Q1 | $6.34M | Buy |
160,962
+17,713
| +12% | +$697K | 2.15% | 8 |
|
|
2024
Q4 | $5.08M | Buy |
143,249
+2,703
| +2% | +$95.9K | 1.71% | 13 |
|
|
2024
Q3 | $5.35M | Buy |
140,546
+6,809
| +5% | +$259K | 1.73% | 11 |
|
|
2024
Q2 | $4.81M | Buy |
133,737
+3,759
| +3% | +$135K | 1.72% | 11 |
|
|
2024
Q1 | $4.78M | Buy |
129,978
+12,711
| +11% | +$467K | 1.66% | 12 |
|
|
2023
Q4 | $4.03M | Buy |
117,267
+11,065
| +10% | +$380K | 1.55% | 13 |
|
|
2023
Q3 | $3.46M | Buy |
106,202
+7,442
| +8% | +$243K | 1.48% | 15 |
|
|
2023
Q2 | $3.24M | Buy |
98,760
+11,468
| +13% | +$377K | 1.34% | 21 |
|
|
2023
Q1 | $2.81M | Buy |
87,292
+16,091
| +23% | +$519K | 1.25% | 23 |
|
|
2022
Q4 | $2.16M | Buy |
71,201
+5,589
| +9% | +$170K | 1.06% | 29 |
|
|
2022
Q3 | $1.69M | Buy |
65,612
+6,103
| +10% | +$157K | 1.04% | 32 |
|
|
2022
Q2 | $1.72M | Buy |
59,509
+13,808
| +30% | +$399K | 1.03% | 32 |
|
|
2022
Q1 | $1.55M | Buy |
45,701
+30,374
| +198% | +$1.03M | 0.87% | 37 |
|
|
2021
Q4 | $498K | Buy |
+15,327
| New | +$498K | 0.4% | 78 |
|