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

Advisor 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
2022
Q2 		$332K Buy
11,499
+148
+1% +$4.72K 0.02% 603
2022
Q1 		$380K Hold
11,351
– – 0.02% 606
2021
Q4 		$373K Buy
+11,351
New +$377K 0.02% 601

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 $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Advisor Partners's DFIV Position: Q2 2022 in Review

Advisor Partners increased its Dimensional International Value ETF (DFIV) stake by 1.3% in Q2 2022, buying an estimated $4.72K and bringing the position to 11,499 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #603.

Advisor Partners first reported a position in DFIV in Q4 2021 and has held it in 3 quarters since. The position peaked at $380K in Q1 2022. 302 funds tracked by Wall St. Rank hold DFIV as of Q2 2022.

  • Advisor Partners held 11,499 shares of Dimensional International Value ETF worth $332K as of Q2 2022.
  • Advisor Partners bought 148 Dimensional International Value ETF shares in Q2 2022, an estimated $4.72K.
  • Dimensional International Value ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #603 holding.
  • Advisor Partners first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Advisor Partners's Dimensional International Value ETF position peaked at $380K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.