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Bellwether Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-364
Closed -$9K – 474
2022
Q3 		$9K Hold
364
– – ﹤0.01% 267
2022
Q2 		$10K Hold
364
– – ﹤0.01% 248
2022
Q1 		$12K Sell
364
-796
-69% -$26.9K ﹤0.01% 299
2021
Q4 		$38K Buy
+1,160
New +$38.5K 0.01% 212

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
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

Bellwether Advisors's DFIV Position: Q4 2022 in Review

Bellwether Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2022, closing a stake of 364 shares — an estimated $9K sold.

Bellwether Advisors first reported a position in DFIV in Q4 2021 and held it in 4 quarters. The position peaked at $38K in Q4 2021. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Bellwether Advisors reported no remaining Dimensional International Value ETF position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 364 Dimensional International Value ETF shares in Q4 2022, an estimated $9K.
  • Bellwether Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 4 quarters.
  • Bellwether Advisors's Dimensional International Value ETF position peaked at $38K in Q4 2021.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.