GI
DFIV icon

Gradient Investments’s Dimensional International Value ETF DFIV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2,100
Closed -$75.5K – 537
2024
Q2 		$75.5K Buy
+2,100
New +$77.3K ﹤0.01% 432
2024
Q1 		– Sell
-88
Closed -$3.02K – 1380
2023
Q4 		$3.02K Buy
+88
New +$2.87K ﹤0.01% 1114

Other funds holding DFIV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Gradient Investments's DFIV Position: Q3 2024 in Review

Gradient Investments sold out of Dimensional International Value ETF (DFIV) in Q3 2024, closing a stake of 2,100 shares — an estimated $75.5K sold.

Gradient Investments first reported a position in DFIV in Q4 2023 and held it in 2 quarters. The position peaked at $75.5K in Q2 2024. 532 funds tracked by Wall St. Rank hold DFIV as of Q3 2024.

  • Gradient Investments reported no remaining Dimensional International Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2,100 Dimensional International Value ETF shares in Q3 2024, an estimated $75.5K.
  • Gradient Investments first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 2 quarters.
  • Gradient Investments's Dimensional International Value ETF position peaked at $75.5K in Q2 2024.
  • 532 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.