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Advisor Partners II’s Dimensional International Value ETF DFIV Stock Holding History

Advisor Partners II’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
-11,352
Closed -$292K – 945
2022
Q3 		$292K Buy
+11,352
New +$324K 0.02% 623

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
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

Advisor Partners II's DFIV Position: Q4 2022 in Review

Advisor Partners II sold out of Dimensional International Value ETF (DFIV) in Q4 2022, closing a stake of 11,352 shares — an estimated $292K sold.

Advisor Partners II first reported a position in DFIV in Q3 2022 and held it in 1 quarter. The position peaked at $292K in Q3 2022. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Advisor Partners II reported no remaining Dimensional International Value ETF position as of Q4 2022 after selling out during the quarter.
  • Advisor Partners II sold 11,352 Dimensional International Value ETF shares in Q4 2022, an estimated $292K.
  • Advisor Partners II first reported a position in Dimensional International Value ETF in Q3 2022 and held it in 1 quarter.
  • Advisor Partners II's Dimensional International Value ETF position peaked at $292K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Advisor Partners II's 13F filing for Q4 2022, filed 14 Feb 2023.