5L
DFIV icon

55I LLC’s Dimensional International Value ETF DFIV Stock Holding History

55I LLC’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
2022
Q3 		$957K Buy
+37,146
New +$1.06M 0.03% 270

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

55I LLC's DFIV Position: Q3 2022 in Review

55I LLC opened a new position in Dimensional International Value ETF (DFIV) in Q3 2022: 37,146 shares worth $957K. The stake represents 0.03% of the portfolio and ranks #270 among its holdings.

308 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • 55I LLC held 37,146 shares of Dimensional International Value ETF worth $957K as of Q3 2022.
  • Dimensional International Value ETF was a new 55I LLC position in Q3 2022.
  • Dimensional International Value ETF made up 0.03% of 55I LLC's portfolio in Q3 2022, its #270 holding.
  • 308 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.