Helen Stephens Group’s Dimensional International Value ETF DFIV Stock Holding History

Helen Stephens Group’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 Q2	–	Sell	-14,673	Closed	-$473K	–	68
2023 Q1	$473K	Buy	14,673 +52	+0.4%	+$1.68K	0.25%	47
2022 Q4	$444K	Buy	14,621 +110	+0.8%	+$3.19K	0.27%	47
2022 Q3	$374K	Buy	14,511 +59	+0.4%	+$1.69K	0.26%	45
2022 Q2	$418K	Buy	14,452 +251	+2%	+$8K	0.3%	40
2022 Q1	$475K	Sell	14,201 -57	-0.4%	-$1.92K	0.33%	36
2021 Q4	$468K	Buy	+14,258	New	+$473K	0.38%	30

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Helen Stephens Group's DFIV Position: Q2 2023 in Review

Helen Stephens Group sold out of Dimensional International Value ETF (DFIV) in Q2 2023, closing a stake of 14,673 shares — an estimated $473K sold.

Helen Stephens Group first reported a position in DFIV in Q4 2021 and held it in 6 quarters. The position peaked at $475K in Q1 2022. 405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

Helen Stephens Group reported no remaining Dimensional International Value ETF position as of Q2 2023 after selling out during the quarter.
Helen Stephens Group sold 14,673 Dimensional International Value ETF shares in Q2 2023, an estimated $473K.
Helen Stephens Group first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 6 quarters.
Helen Stephens Group's Dimensional International Value ETF position peaked at $475K in Q1 2022.
405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Helen Stephens Group's 13F filing for Q2 2023, filed 4 Aug 2023.