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Axiom Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Axiom Advisory’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
Q3 		$2.84M Buy
76,856
+2,575
+3% +$95.3K 0.03% 88
2024
Q2 		$2.74M Buy
+74,281
New +$2.74M 0.03% 84

Other funds holding DFIV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Axiom Advisory's DFIV Position: Q3 2024 in Review

Axiom Advisory increased its Dimensional International Value ETF (DFIV) stake by 3.5% in Q3 2024, buying an estimated $95.3K and bringing the position to 76,856 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #88.

Axiom Advisory first reported a position in DFIV in Q2 2024 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold DFIV as of Q3 2024.

  • Axiom Advisory held 76,856 shares of Dimensional International Value ETF worth $2.84M as of Q3 2024.
  • Axiom Advisory bought 2,575 Dimensional International Value ETF shares in Q3 2024, an estimated $95.3K.
  • Dimensional International Value ETF made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #88 holding.
  • Axiom Advisory first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.