Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Buy |
28,205
+880
| +3% | +$37.7K | 0.03% | 255 |
|
2025
Q1 | $1.08M | Buy |
27,325
+312
| +1% | +$12.3K | 0.03% | 251 |
|
2024
Q4 | $958K | Buy |
27,013
+500
| +2% | +$17.7K | 0.03% | 273 |
|
2024
Q3 | $1.01M | Sell |
26,513
-3,501
| -12% | -$133K | 0.03% | 259 |
|
2024
Q2 | $1.08M | Sell |
30,014
-110
| -0.4% | -$3.95K | 0.03% | 225 |
|
2024
Q1 | $1.1M | Sell |
30,124
-854
| -3% | -$31K | 0.04% | 223 |
|
2023
Q4 | $1.06M | Buy |
30,978
+227
| +0.7% | +$7.8K | 0.04% | 214 |
|
2023
Q3 | $1M | Buy |
30,751
+811
| +3% | +$26.5K | 0.05% | 207 |
|
2023
Q2 | $984K | Buy |
29,940
+4,592
| +18% | +$151K | 0.04% | 209 |
|
2023
Q1 | $817K | Sell |
25,348
-1,504
| -6% | -$48.5K | 0.04% | 243 |
|
2022
Q4 | $816K | Buy |
26,852
+245
| +0.9% | +$7.45K | 0.04% | 211 |
|
2022
Q3 | $685K | Sell |
26,607
-160
| -0.6% | -$4.12K | 0.04% | 210 |
|
2022
Q2 | $773K | Hold |
26,767
| – | – | 0.05% | 192 |
|
2022
Q1 | $896K | Hold |
26,767
| – | – | 0.05% | 214 |
|
2021
Q4 | $878K | Sell |
26,767
-6,314
| -19% | -$207K | 0.05% | 205 |
|
2021
Q3 | $1.08M | Buy |
+33,081
| New | +$1.08M | 0.06% | 168 |
|