Acorn Financial Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Acorn Financial Advisory Services’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 Q4	–	Sell	-32,289	Closed	-$831K	–	221
2022 Q3	$831K	Sell	32,289 -284	-0.9%	-$8.12K	0.2%	77
2022 Q2	$941K	Hold	32,573	–	–	0.22%	66
2022 Q1	$1.09M	Hold	32,573	–	–	0.22%	72
2021 Q4	$1.07M	Sell	32,573 -2,216	-6%	-$73.6K	0.21%	74
2021 Q3	$1.14M	Buy	+34,789	New	+$1.15M	0.35%	71

Other funds holding DFIV

BSW

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Acorn Financial Advisory Services's DFIV Position: Q4 2022 in Review

Acorn Financial Advisory Services sold out of Dimensional International Value ETF (DFIV) in Q4 2022, closing a stake of 32,289 shares — an estimated $831K sold.

Acorn Financial Advisory Services first reported a position in DFIV in Q3 2021 and held it in 5 quarters. The position peaked at $1.14M in Q3 2021. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

Acorn Financial Advisory Services reported no remaining Dimensional International Value ETF position as of Q4 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 32,289 Dimensional International Value ETF shares in Q4 2022, an estimated $831K.
Acorn Financial Advisory Services first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 5 quarters.
Acorn Financial Advisory Services's Dimensional International Value ETF position peaked at $1.14M in Q3 2021.
370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.