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B.O.S.S. Retirement Advisors’s Dimensional International Value ETF DFIV Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-12,615
Closed -$480K – 211
2024
Q3 		$480K Buy
12,615
+2,008
+19% +$74.3K 0.1% 148
2024
Q2 		$381K Buy
10,607
+4,722
+80% +$174K 0.1% 136
2024
Q1 		$202K Sell
5,885
-833
-12% -$28.9K 0.08% 122
2023
Q4 		$231K Buy
+6,718
New +$219K 0.04% 227

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFIV Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 12,615 shares — an estimated $480K sold.

B.O.S.S. Retirement Advisors first reported a position in DFIV in Q4 2023 and held it in 4 quarters. The position peaked at $480K in Q3 2024. 605 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 12,615 Dimensional International Value ETF shares in Q4 2024, an estimated $480K.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 4 quarters.
  • B.O.S.S. Retirement Advisors's Dimensional International Value ETF position peaked at $480K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.