TWP
TFO Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
38,617
+1,435
| +4% | +$61.5K | 0.29% | 23 |
|
|
2025
Q1 | $1.46M | Sell |
37,182
-2,702
| -7% | -$106K | 0.29% | 20 |
|
|
2024
Q4 | $1.42M | Buy |
39,884
+143
| +0.4% | +$5.07K | 0.67% | 7 |
|
|
2024
Q3 | $1.51M | Sell |
39,741
-304
| -0.8% | -$11.6K | 0.28% | 19 |
|
|
2024
Q2 | $1.44M | Sell |
40,045
-1,588
| -4% | -$57.1K | 0.28% | 19 |
|
|
2024
Q1 | $1.53M | Sell |
41,633
-2,515
| -6% | -$92.4K | 0.3% | 17 |
|
|
2023
Q4 | $1.52M | Sell |
44,148
-5,901
| -12% | -$203K | 0.31% | 17 |
|
|
2023
Q3 | $1.64M | Hold |
50,049
| – | – | 0.34% | 18 |
|
|
2023
Q2 | $1.64M | Sell |
50,049
-1,186
| -2% | -$39K | 0.35% | 17 |
|
|
2023
Q1 | $1.65M | Sell |
51,235
-602,049
| -92% | -$19.4M | 0.36% | 17 |
|
|
2022
Q4 | $21.9M | Buy |
653,284
+590,700
| +944% | +$19.8M | 5.05% | 3 |
|
|
2022
Q3 | $1.61M | Sell |
62,584
-2,967
| -5% | -$76.4K | 0.4% | 18 |
|
|
2022
Q2 | $1.89M | Sell |
65,551
-8,657
| -12% | -$250K | 0.43% | 18 |
|
|
2022
Q1 | $2.48M | Buy |
74,208
+1,012
| +1% | +$33.9K | 0.49% | 17 |
|
|
2021
Q4 | $2.38M | Sell |
73,196
-1,016
| -1% | -$33K | 0.46% | 16 |
|
|
2021
Q3 | $2.43M | Buy |
+74,212
| New | +$2.43M | 0.48% | 16 |
|