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Fiduciary Alliance’s Dimensional International Value ETF DFIV Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-26
Closed -$854 – 351
2023
Q2 		$854 Buy
+26
New +$854 ﹤0.01% 877
2023
Q1 		– Sell
-26
Closed -$790 – 320
2022
Q4 		$790 Buy
+26
New +$755 ﹤0.01% 812

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Alliance's DFIV Position: Q3 2023 in Review

Fiduciary Alliance sold out of Dimensional International Value ETF (DFIV) in Q3 2023, closing a stake of 26 shares — an estimated $854 sold.

Fiduciary Alliance first reported a position in DFIV in Q4 2022 and held it in 2 quarters. The position peaked at $854 in Q2 2023. 417 funds tracked by Wall St. Rank hold DFIV as of Q3 2023.

  • Fiduciary Alliance reported no remaining Dimensional International Value ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 26 Dimensional International Value ETF shares in Q3 2023, an estimated $854.
  • Fiduciary Alliance first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Dimensional International Value ETF position peaked at $854 in Q2 2023.
  • 417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.