Efficient Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Efficient 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
2023 Q4	–	Sell	-7,403	Closed	-$241K	–	66
2023 Q3	$241K	Sell	7,403 -165	-2%	-$5.5K	0.02%	66
2023 Q2	$249K	Buy	7,568 +127	+2%	+$4.17K	0.02%	70
2023 Q1	$240K	Buy	7,441 +405	+6%	+$13.1K	0.02%	69
2022 Q4	$214K	Buy	+7,036	New	+$204K	0.02%	64

Other funds holding DFIV

BSW

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

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

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

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

Efficient Advisors's DFIV Position: Q4 2023 in Review

Efficient Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 7,403 shares — an estimated $241K sold.

Efficient Advisors first reported a position in DFIV in Q4 2022 and held it in 4 quarters. The position peaked at $249K in Q2 2023. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

Efficient Advisors reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
Efficient Advisors sold 7,403 Dimensional International Value ETF shares in Q4 2023, an estimated $241K.
Efficient Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 4 quarters.
Efficient Advisors's Dimensional International Value ETF position peaked at $249K in Q2 2023.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on Efficient Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.