3D/L Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

3D/L Capital Management’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-63,827	Closed	-$2.08M	–	19
2023 Q3	$2.08M	Sell	63,827 -361	-0.6%	-$12K	0.68%	25
2023 Q2	$2.11M	Sell	64,188 -6,973	-10%	-$229K	0.61%	25
2023 Q1	$2.29M	Sell	71,161 -1,330	-2%	-$42.9K	0.61%	24
2022 Q4	$2.2M	Sell	72,491 -2,078	-3%	-$60.3K	0.59%	25
2022 Q3	$1.92M	Buy	74,569 +143	+0.2%	+$4.09K	0.57%	27
2022 Q2	$2.15M	Buy	74,426 +565	+0.8%	+$18K	0.6%	24
2022 Q1	$2.47M	Buy	73,861 +1,005	+1%	+$33.9K	0.61%	24
2021 Q4	$2.39M	Buy	72,856 +2,857	+4%	+$94.8K	0.56%	25
2021 Q3	$2.29M	Buy	+69,999	New	+$2.31M	0.55%	25

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

3D/L Capital Management's DFIV Position: Q4 2023 in Review

3D/L Capital Management sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 63,827 shares — an estimated $2.08M sold.

3D/L Capital Management first reported a position in DFIV in Q3 2021 and held it in 9 quarters. The position peaked at $2.47M in Q1 2022. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

3D/L Capital Management reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 63,827 Dimensional International Value ETF shares in Q4 2023, an estimated $2.08M.
3D/L Capital Management first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 9 quarters.
3D/L Capital Management's Dimensional International Value ETF position peaked at $2.47M in Q1 2022.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.