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Adero Partners’s Dimensional International Value ETF DFIV Stock Holding History

Adero Partners’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
2025
Q1 		$2.84M Buy
72,093
+11
+0% +$420 0.19% 50
2024
Q4 		$2.56M Sell
72,082
-221
-0.3% -$8.1K 0.16% 53
2024
Q3 		$2.75M Sell
72,303
-695
-1% -$25.7K 0.18% 49
2024
Q2 		$2.62M Sell
72,998
-288
-0.4% -$10.6K 0.19% 50
2024
Q1 		$2.69M Sell
73,286
-296
-0.4% -$10.3K 0.2% 48
2023
Q4 		$2.53M Sell
73,582
-410
-0.6% -$13.4K 0.21% 52
2023
Q3 		$2.41M Sell
73,992
-55
-0.1% -$1.83K 0.23% 45
2023
Q2 		$2.43M Sell
74,047
-4,373
-6% -$144K 0.24% 49
2023
Q1 		$2.53M Sell
78,420
-20
-0% -$646 0.28% 43
2022
Q4 		$2.38M Sell
78,440
-29
-0% -$842 0.29% 41
2022
Q3 		$2.14M Sell
78,469
-47
-0.1% -$1.34K 0.27% 47
2022
Q2 		$2.18M Sell
78,516
-5,797
-7% -$185K 0.31% 43
2022
Q1 		$2.82M Sell
84,313
-1,665
-2% -$56.2K 0.42% 38
2021
Q4 		$2.82M Sell
85,978
-7,028
-8% -$233K 0.46% 37
2021
Q3 		$3.04M Buy
+93,006
New +$3.07M 0.55% 37

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Adero Partners's DFIV Position: Q1 2025 in Review

Adero Partners increased its Dimensional International Value ETF (DFIV) stake by 0.02% in Q1 2025, buying an estimated $420 and bringing the position to 72,093 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #50.

Adero Partners first reported a position in DFIV in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.04M in Q3 2021. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Adero Partners held 72,093 shares of Dimensional International Value ETF worth $2.84M as of Q1 2025.
  • Adero Partners bought 11 Dimensional International Value ETF shares in Q1 2025, an estimated $420.
  • Dimensional International Value ETF made up 0.19% of Adero Partners's portfolio in Q1 2025, its #50 holding.
  • Adero Partners first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 15 quarters since.
  • Adero Partners's Dimensional International Value ETF position peaked at $3.04M in Q3 2021.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.