WCFA
Walkner Condon Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,320
| Closed | -$217K | – | 268 |
|
|
2023
Q4 | $217K | Hold |
6,320
| – | – | 0.05% | 247 |
|
|
2023
Q3 | $206K | Buy |
6,320
+26
| +0.4% | +$848 | 0.05% | 234 |
|
|
2023
Q2 | $207K | Buy |
6,294
+54
| +0.9% | +$1.77K | 0.05% | 229 |
|
|
2023
Q1 | $201K | Buy |
+6,240
| New | +$201K | 0.06% | 229 |
|
|
2022
Q2 | – | Sell |
-6,120
| Closed | -$205K | – | 220 |
|
|
2022
Q1 | $205K | Buy |
6,120
+5
| +0.1% | +$167 | 0.06% | 210 |
|
|
2021
Q4 | $201K | Buy |
+6,115
| New | +$201K | 0.13% | 118 |
|