Westmount Partners’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 | $235K | Hold |
5,481
| – | – | 0.06% | 226 |
|
2025
Q1 | $216K | Buy |
+5,481
| New | +$216K | 0.07% | 227 |
|
2024
Q4 | – | Sell |
-5,481
| Closed | -$209K | – | 221 |
|
2024
Q3 | $209K | Buy |
+5,481
| New | +$209K | 0.06% | 211 |
|
2024
Q2 | – | Sell |
-7,262
| Closed | -$267K | – | 221 |
|
2024
Q1 | $267K | Sell |
7,262
-1,181
| -14% | -$43.4K | 0.1% | 172 |
|
2023
Q4 | $290K | Hold |
8,443
| – | – | 0.12% | 151 |
|
2023
Q3 | $275K | Hold |
8,443
| – | – | 0.12% | 155 |
|
2023
Q2 | $277K | Hold |
8,443
| – | – | 0.12% | 148 |
|
2023
Q1 | $272K | Buy |
8,443
+1,000
| +13% | +$32.2K | 0.13% | 145 |
|
2022
Q4 | $226K | Buy |
+7,443
| New | +$226K | 0.12% | 156 |
|