Cassady Schiller Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$440K	Buy	12,413 +2,248	+22%	+$82.4K	0.16%	72
2024 Q3	$387K	Buy	10,165 +586	+6%	+$21.7K	0.14%	76
2024 Q2	$344K	Sell	9,579 -118	-1%	-$4.34K	0.14%	79
2024 Q1	$356K	Hold	9,697	–	–	0.16%	78
2023 Q4	$333K	Hold	9,697	–	–	0.17%	75
2023 Q3	$316K	Hold	9,697	–	–	0.18%	76
2023 Q2	$319K	Buy	9,697 +500	+5%	+$16.4K	0.17%	80
2023 Q1	$296K	Hold	9,197	–	–	0.14%	83
2022 Q4	$280K	Sell	9,197 -469	-5%	-$13.6K	0.17%	84
2022 Q3	$249K	Buy	9,666 +39	+0.4%	+$1.11K	0.14%	89
2022 Q2	$278K	Buy	9,627 +162	+2%	+$5.17K	0.15%	81
2022 Q1	$317K	Buy	9,465 +1,982	+26%	+$66.9K	0.15%	84
2021 Q4	$246K	Buy	+7,483	New	+$248K	0.15%	89

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cassady Schiller Wealth Management's DFIV Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 22% in Q4 2024, buying an estimated $82.4K and bringing the position to 12,413 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #72.

Cassady Schiller Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 13 quarters since. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

Cassady Schiller Wealth Management held 12,413 shares of Dimensional International Value ETF worth $440K as of Q4 2024.
Cassady Schiller Wealth Management bought 2,248 Dimensional International Value ETF shares in Q4 2024, an estimated $82.4K.
Dimensional International Value ETF made up 0.16% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #72 holding.
Cassady Schiller Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 13 quarters since.
604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.