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Basso Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Basso Capital Management’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
2023
Q2 		– Sell
-25,105
Closed -$809K – 101
2023
Q1 		$809K Sell
25,105
-3,432
-12% -$111K 0.78% 36
2022
Q4 		$868K Buy
+28,537
New +$828K 0.93% 31

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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Basso Capital Management's DFIV Position: Q2 2023 in Review

Basso Capital Management sold out of Dimensional International Value ETF (DFIV) in Q2 2023, closing a stake of 25,105 shares — an estimated $809K sold.

Basso Capital Management first reported a position in DFIV in Q4 2022 and held it in 2 quarters. The position peaked at $868K in Q4 2022. 405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

  • Basso Capital Management reported no remaining Dimensional International Value ETF position as of Q2 2023 after selling out during the quarter.
  • Basso Capital Management sold 25,105 Dimensional International Value ETF shares in Q2 2023, an estimated $809K.
  • Basso Capital Management first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 2 quarters.
  • Basso Capital Management's Dimensional International Value ETF position peaked at $868K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Basso Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.