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Advanced Research Investment Solutions’s Dimensional International Value ETF DFIV Stock Holding History

Advanced Research Investment Solutions’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
2024
Q1 		– Sell
-5,897
Closed -$203K – 5
2023
Q4 		$203K Buy
+5,897
New +$192K 0.13% 29
2023
Q1 		– Sell
-31,299
Closed -$951K – 23
2022
Q4 		$951K Buy
31,299
+25,510
+441% +$740K 0.6% 18
2022
Q3 		$149K Buy
+5,789
New +$165K 0.09% 35
2022
Q2 		– Sell
-5,775
Closed -$193K – 145
2022
Q1 		$193K Buy
+5,775
New +$195K 0.08% 39

Other funds holding DFIV

Mercer Global Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Advanced Research Investment Solutions's DFIV Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 5,897 shares — an estimated $203K sold.

Advanced Research Investment Solutions first reported a position in DFIV in Q1 2022 and held it in 4 quarters. The position peaked at $951K in Q4 2022. 486 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 5,897 Dimensional International Value ETF shares in Q1 2024, an estimated $203K.
  • Advanced Research Investment Solutions first reported a position in Dimensional International Value ETF in Q1 2022 and held it in 4 quarters.
  • Advanced Research Investment Solutions's Dimensional International Value ETF position peaked at $951K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.