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Dixon Hughes Goodman Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$22M Sell
657,942
-6,782
-1% -$229K 6.32% 4
2021
Q4 		$21.8M Buy
+664,724
New +$22.1M 7.11% 4

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 $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DFIV Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1% in Q1 2022, selling an estimated $229K and leaving 657,942 shares worth $22M. The position accounts for 6.32% of the portfolio, ranked #4.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold DFIV as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 657,942 shares of Dimensional International Value ETF worth $22M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 6,782 Dimensional International Value ETF shares in Q1 2022, an estimated $229K.
  • Dimensional International Value ETF made up 6.32% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #4 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.