WWM
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Whalen Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Whalen Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-110,675
Closed -$4.36M – 206
2025
Q1 		$4.36M Buy
+110,675
New +$4.36M 2.91% 9