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

FMFE 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
Q2 		$13.5M Buy
374,246
+10,070
+3% +$371K 12.5% 4
2024
Q1 		$13.4M Buy
364,176
+1,054
+0.3% +$36.5K 12.27% 4
2023
Q4 		$12.5M Buy
+363,122
New +$11.8M 12.29% 4

Other funds holding DFIV

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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
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
Jane Street
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FMFE Wealth Management's DFIV Position: Q2 2024 in Review

FMFE Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 2.8% in Q2 2024, buying an estimated $371K and bringing the position to 374,246 shares worth $13.5M. The position accounts for 12.5% of the portfolio, ranked #4.

FMFE Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

  • FMFE Wealth Management held 374,246 shares of Dimensional International Value ETF worth $13.5M as of Q2 2024.
  • FMFE Wealth Management bought 10,070 Dimensional International Value ETF shares in Q2 2024, an estimated $371K.
  • Dimensional International Value ETF made up 12.5% of FMFE Wealth Management's portfolio in Q2 2024, its #4 holding.
  • FMFE Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.