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GeoWealth Management’s Dimensional International Value ETF DFIV Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-784
Closed -$27.8K – 1244
2024
Q4 		$27.8K Buy
+784
New +$28.8K ﹤0.01% 1301

Other funds holding DFIV

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GeoWealth Management's DFIV Position: Q1 2025 in Review

GeoWealth Management sold out of Dimensional International Value ETF (DFIV) in Q1 2025, closing a stake of 784 shares — an estimated $27.8K sold.

GeoWealth Management first reported a position in DFIV in Q4 2024 and held it in 1 quarter. The position peaked at $27.8K in Q4 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • GeoWealth Management reported no remaining Dimensional International Value ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 784 Dimensional International Value ETF shares in Q1 2025, an estimated $27.8K.
  • GeoWealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Dimensional International Value ETF position peaked at $27.8K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.