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Coppell Advisory Solutions’s Dimensional International Value ETF DFIV Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,589
Closed -$56.3K – 695
2024
Q4 		$56.3K Hold
1,589
– – 0.01% 548
2024
Q3 		$60.7K Sell
1,589
-20
-1% -$740 0.01% 504
2024
Q2 		$57.8K Buy
+1,609
New +$59.3K 0.01% 462
2023
Q4 		$30.4K Buy
+884
New +$28.8K 0.01% 622
2023
Q3 		– Sell
-884
Closed -$28.7K – 1279
2023
Q2 		$28.7K Buy
+884
New +$29K 0.01% 491

Other funds holding DFIV

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Coppell Advisory Solutions's DFIV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional International Value ETF (DFIV) in Q1 2025, closing a stake of 1,589 shares — an estimated $56.3K sold.

Coppell Advisory Solutions first reported a position in DFIV in Q2 2023 and held it in 5 quarters. The position peaked at $60.7K in Q3 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional International Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,589 Dimensional International Value ETF shares in Q1 2025, an estimated $56.3K.
  • Coppell Advisory Solutions first reported a position in Dimensional International Value ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Dimensional International Value ETF position peaked at $60.7K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.