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Equius Partners’s Dimensional International Value ETF DFIV Stock Holding History

Equius Partners’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
Q4 		$59.3M Sell
1,952,148
-134,130
-6% -$3.89M 18.32% 3
2022
Q3 		$53.7M Buy
2,086,278
+42,770
+2% +$1.22M 19.31% 3
2022
Q2 		$59M Buy
2,043,508
+24,611
+1% +$785K 19.99% 3
2022
Q1 		$67.6M Buy
2,018,897
+8,124
+0.4% +$274K 29.14% 2
2021
Q4 		$66M Buy
+2,010,773
New +$66.7M 27.81% 2

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

Equius Partners's DFIV Position: Q4 2022 in Review

Equius Partners reduced its Dimensional International Value ETF (DFIV) stake by 6.4% in Q4 2022, selling an estimated $3.89M and leaving 1,952,148 shares worth $59.3M. The position accounts for 18.32% of the portfolio, ranked #3.

Equius Partners first reported a position in DFIV in Q4 2021 and has held it in 5 quarters since. The position peaked at $67.6M in Q1 2022. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Equius Partners held 1,952,148 shares of Dimensional International Value ETF worth $59.3M as of Q4 2022.
  • Equius Partners sold 134,130 Dimensional International Value ETF shares in Q4 2022, an estimated $3.89M.
  • Dimensional International Value ETF made up 18.32% of Equius Partners's portfolio in Q4 2022, its #3 holding.
  • Equius Partners first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 5 quarters since.
  • Equius Partners's Dimensional International Value ETF position peaked at $67.6M in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.