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

Curi 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 Q1	–	Sell	-8,487	Closed	-$292K	–	34
2023 Q4	$292K	Buy	8,487 +78	+0.9%	+$2.54K	0.04%	126
2023 Q3	$274K	Buy	8,409 +70	+0.8%	+$2.33K	0.04%	123
2023 Q2	$274K	Buy	8,339 +142	+2%	+$4.66K	0.04%	137
2023 Q1	$264K	Buy	8,197 +35	+0.4%	+$1.13K	0.04%	138
2022 Q4	$248K	Buy	8,162 +74	+0.9%	+$2.15K	0.03%	162
2022 Q3	$208K	Buy	8,088 +41	+0.5%	+$1.17K	0.03%	171
2022 Q2	$232K	Buy	+8,047	New	+$257K	0.04%	103

Other funds holding DFIV

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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Curi Wealth Management's DFIV Position: Q1 2024 in Review

Curi Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 8,487 shares — an estimated $292K sold.

Curi Wealth Management first reported a position in DFIV in Q2 2022 and held it in 7 quarters. The position peaked at $292K in Q4 2023. 486 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

Curi Wealth Management reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 8,487 Dimensional International Value ETF shares in Q1 2024, an estimated $292K.
Curi Wealth Management first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 7 quarters.
Curi Wealth Management's Dimensional International Value ETF position peaked at $292K in Q4 2023.
486 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.