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Bear Mountain Capital’s Dimensional International Value ETF DFIV Stock Holding History

Bear Mountain Capital’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
-229
Closed -$8.52K – 178
2024
Q3 		$8.52K Hold
229
– – ﹤0.01% 96
2024
Q2 		$8.55K Hold
229
– – ﹤0.01% 105
2024
Q1 		$8.18K Hold
229
– – ﹤0.01% 129
2023
Q4 		$7.67K Buy
+229
New +$7.47K ﹤0.01% 131

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Focus Partners Wealth
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SC
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PNC Financial Services Group
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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

Bear Mountain Capital's DFIV Position: Q4 2024 in Review

Bear Mountain Capital sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 229 shares — an estimated $8.52K sold.

Bear Mountain Capital first reported a position in DFIV in Q4 2023 and held it in 4 quarters. The position peaked at $8.55K in Q2 2024. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • Bear Mountain Capital reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 229 Dimensional International Value ETF shares in Q4 2024, an estimated $8.52K.
  • Bear Mountain Capital first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 4 quarters.
  • Bear Mountain Capital's Dimensional International Value ETF position peaked at $8.55K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Bear Mountain Capital's 13F filing for Q4 2024, filed 3 Feb 2025.