SWA
Strata Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
45,787
+5,715
| +14% | +$245K | 0.54% | 26 |
|
|
2025
Q1 | $1.58M | Buy |
40,072
+7,323
| +22% | +$288K | 0.49% | 27 |
|
|
2024
Q4 | $1.16M | Buy |
32,749
+1,726
| +6% | +$61.2K | 0.36% | 33 |
|
|
2024
Q3 | $1.18M | Buy |
31,023
+4,946
| +19% | +$188K | 0.38% | 28 |
|
|
2024
Q2 | $937K | Buy |
26,077
+165
| +0.6% | +$5.93K | 0.32% | 33 |
|
|
2024
Q1 | $952K | Buy |
25,912
+279
| +1% | +$10.3K | 0.34% | 33 |
|
|
2023
Q4 | $881K | Sell |
25,633
-40,683
| -61% | -$1.4M | 0.35% | 31 |
|
|
2023
Q3 | $2.16M | Buy |
+66,316
| New | +$2.16M | 1.04% | 9 |
|
|
2023
Q1 | $824K | Sell |
25,555
-344
| -1% | -$11.1K | 0.43% | 22 |
|
|
2022
Q4 | $787K | Buy |
+25,899
| New | +$787K | 0.44% | 22 |
|