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Householder Group Estate & Retirement Specialist’s Dimensional International Value ETF DFIV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$78K Buy
2,212
+132
+6% +$4.84K 0.06% 179
2024
Q3 		$79K Buy
+2,080
New +$76.9K 0.02% 402

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

Householder Group Estate & Retirement Specialist's DFIV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Dimensional International Value ETF (DFIV) stake by 6.3% in Q4 2024, buying an estimated $4.84K and bringing the position to 2,212 shares worth $78K. The position accounts for 0.06% of the portfolio, ranked #179.

Householder Group Estate & Retirement Specialist first reported a position in DFIV in Q3 2024 and has held it in 2 quarters since. The position peaked at $79K in Q3 2024. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 2,212 shares of Dimensional International Value ETF worth $78K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 132 Dimensional International Value ETF shares in Q4 2024, an estimated $4.84K.
  • Dimensional International Value ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #179 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's Dimensional International Value ETF position peaked at $79K in Q3 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.