WFAG
Wescott Financial Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
424,837
+739
| +0.2% | +$31.7K | 1.74% | 15 |
|
|
2025
Q1 | $16.7M | Buy |
424,098
+6,362
| +2% | +$250K | 1.73% | 15 |
|
|
2024
Q4 | $14.8M | Buy |
417,736
+12,432
| +3% | +$441K | 1.54% | 16 |
|
|
2024
Q3 | $15.4M | Buy |
405,304
+5,414
| +1% | +$206K | 1.66% | 14 |
|
|
2024
Q2 | $14.4M | Sell |
399,890
-30,713
| -7% | -$1.1M | 1.67% | 14 |
|
|
2024
Q1 | $15.8M | Buy |
430,603
+9,246
| +2% | +$340K | 1.97% | 13 |
|
|
2023
Q4 | $14.5M | Buy |
421,357
+13,035
| +3% | +$448K | 2.03% | 13 |
|
|
2023
Q3 | $13.3M | Buy |
408,322
+6,660
| +2% | +$217K | 2.44% | 13 |
|
|
2023
Q2 | $13.2M | Buy |
401,662
+7,779
| +2% | +$256K | 2.33% | 13 |
|
|
2023
Q1 | $12.7M | Sell |
393,883
-10,430
| -3% | -$336K | 2.76% | 10 |
|
|
2022
Q4 | $12.3M | Buy |
404,313
+26,944
| +7% | +$819K | 2.65% | 10 |
|
|
2022
Q3 | $9.72M | Buy |
377,369
+23,012
| +6% | +$593K | 2.71% | 9 |
|
|
2022
Q2 | $10.2M | Buy |
354,357
+1,341
| +0.4% | +$38.7K | 2.78% | 9 |
|
|
2022
Q1 | $11.8M | Sell |
353,016
-225
| -0.1% | -$7.53K | 3.04% | 8 |
|
|
2021
Q4 | $11.6M | Buy |
353,241
+14,927
| +4% | +$490K | 5.97% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
+338,314
| New | +$11.1M | 6.26% | 4 |
|