Summit Wealth Group’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
2023
Q2
Sell
-228,695
Closed -$7K 123
2023
Q1
$7K Buy
228,695
+221,613
+3,129% +$6.78K 0.17% 44
2022
Q4
$215K Buy
+7,082
New +$215K 0.23% 30