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Arete Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-35,308
Closed -$1.02M – 593
2022
Q2 		$1.02M Buy
35,308
+852
+2% +$27.2K 0.1% 149
2022
Q1 		$1.15M Sell
34,456
-2,350
-6% -$79.3K 0.1% 163
2021
Q4 		$1.22M Buy
36,806
+412
+1% +$13.7K 0.1% 166
2021
Q3 		$1.19M Buy
+36,394
New +$1.2M 0.13% 151

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Arete Wealth Advisors's DFIV Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q3 2022, closing a stake of 35,308 shares — an estimated $1.02M sold.

Arete Wealth Advisors first reported a position in DFIV in Q3 2021 and held it in 4 quarters. The position peaked at $1.22M in Q4 2021. 308 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • Arete Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 35,308 Dimensional International Value ETF shares in Q3 2022, an estimated $1.02M.
  • Arete Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 4 quarters.
  • Arete Wealth Advisors's Dimensional International Value ETF position peaked at $1.22M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.