United Capital Financial Advisors’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
Q4 | – | Sell |
-51,829
| Closed | -$1.69M | – | 1066 |
|
|
2023
Q3 | $1.69M | Sell |
51,829
-295
| -0.6% | -$9.62K | 0.01% | 445 |
|
|
2023
Q2 | $1.71M | Sell |
52,124
-489
| -0.9% | -$16.1K | 0.01% | 462 |
|
|
2023
Q1 | $1.7M | Buy |
52,613
+71
| +0.1% | +$2.29K | 0.01% | 475 |
|
|
2022
Q4 | $1.6M | Sell |
52,542
-33
| -0.1% | -$1K | 0.01% | 525 |
|
|
2022
Q3 | $1.35M | Sell |
52,575
-7,077
| -12% | -$182K | 0.01% | 546 |
|
|
2022
Q2 | $1.72M | Buy |
59,652
+3,853
| +7% | +$111K | 0.01% | 519 |
|
|
2022
Q1 | $1.87M | Buy |
55,799
+988
| +2% | +$33.1K | 0.01% | 531 |
|
|
2021
Q4 | $1.8M | Buy |
54,811
+275
| +0.5% | +$9.03K | 0.01% | 557 |
|
|
2021
Q3 | $1.79M | Buy |
+54,536
| New | +$1.79M | 0.01% | 549 |
|