BFG
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Beacon Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Beacon Financial Group’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
2021
Q4 		– Sell
-38,876
Closed -$1.01M – 226
2021
Q3 		$1.01M Buy
+38,876
New +$1.28M 0.14% 137

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beacon Financial Group's DFIV Position: Q4 2021 in Review

Beacon Financial Group sold out of Dimensional International Value ETF (DFIV) in Q4 2021, closing a stake of 38,876 shares — an estimated $1.01M sold.

Beacon Financial Group first reported a position in DFIV in Q3 2021 and held it in 1 quarter. The position peaked at $1.01M in Q3 2021. 248 funds tracked by Wall St. Rank hold DFIV as of Q4 2021.

  • Beacon Financial Group reported no remaining Dimensional International Value ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Financial Group sold 38,876 Dimensional International Value ETF shares in Q4 2021, an estimated $1.01M.
  • Beacon Financial Group first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Financial Group's Dimensional International Value ETF position peaked at $1.01M in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2021.

Based on Beacon Financial Group's 13F filing for Q4 2021, filed 7 Jan 2022.