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

Brainard 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
Q1 		$953K Buy
29,557
+133
+0.5% +$4.29K 0.73% 33
2022
Q4 		$895K Buy
+29,424
New +$854K 0.76% 28

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 $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Brainard Capital Management's DFIV Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional International Value ETF (DFIV) stake by 0.45% in Q1 2023, buying an estimated $4.29K and bringing the position to 29,557 shares worth $953K. The position accounts for 0.73% of the portfolio, ranked #33.

Brainard Capital Management first reported a position in DFIV in Q4 2022 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold DFIV as of Q1 2023.

  • Brainard Capital Management held 29,557 shares of Dimensional International Value ETF worth $953K as of Q1 2023.
  • Brainard Capital Management bought 133 Dimensional International Value ETF shares in Q1 2023, an estimated $4.29K.
  • Dimensional International Value ETF made up 0.73% of Brainard Capital Management's portfolio in Q1 2023, its #33 holding.
  • Brainard Capital Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.