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Frazier Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Frazier Financial 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
2024
Q1 		– Sell
-2,299
Closed -$79K – 957
2023
Q4 		$79K Buy
+2,299
New +$75K 0.07% 103

Other funds holding DFIV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Frazier Financial Advisors's DFIV Position: Q1 2024 in Review

Frazier Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 2,299 shares — an estimated $79K sold.

Frazier Financial Advisors first reported a position in DFIV in Q4 2023 and held it in 1 quarter. The position peaked at $79K in Q4 2023. 487 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

  • Frazier Financial Advisors reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 2,299 Dimensional International Value ETF shares in Q1 2024, an estimated $79K.
  • Frazier Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 1 quarter.
  • Frazier Financial Advisors's Dimensional International Value ETF position peaked at $79K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Frazier Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.