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Bridgeworth’s Dimensional International Value ETF DFIV Stock Holding History

Bridgeworth’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
Q4 		$13.4M Sell
389,578
-1,861
-0.5% -$60.7K 1.32% 16
2023
Q3 		$12.8M Buy
391,439
+28,465
+8% +$948K 1.41% 16
2023
Q2 		$11.9M Buy
362,974
+120,351
+50% +$3.95M 1.32% 16
2023
Q1 		$7.82M Buy
+242,623
New +$7.83M 0.99% 22

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bridgeworth's DFIV Position: Q4 2023 in Review

Bridgeworth reduced its Dimensional International Value ETF (DFIV) stake by 0.48% in Q4 2023, selling an estimated $60.7K and leaving 389,578 shares worth $13.4M. The position accounts for 1.32% of the portfolio, ranked #16.

Bridgeworth first reported a position in DFIV in Q1 2023 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

  • Bridgeworth held 389,578 shares of Dimensional International Value ETF worth $13.4M as of Q4 2023.
  • Bridgeworth sold 1,861 Dimensional International Value ETF shares in Q4 2023, an estimated $60.7K.
  • Dimensional International Value ETF made up 1.32% of Bridgeworth's portfolio in Q4 2023, its #16 holding.
  • Bridgeworth first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.