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Integrity Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Integrity Advisory’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
2022
Q4 		$810K Buy
26,657
+15,850
+147% +$460K 0.74% 26
2022
Q3 		$278K Buy
10,807
+1,809
+20% +$51.7K 0.26% 60
2022
Q2 		$260K Buy
8,998
+578
+7% +$18.4K 0.25% 58
2022
Q1 		$282K Buy
+8,420
New +$284K 0.28% 62

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
SC
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Integrity Advisory's DFIV Position: Q4 2022 in Review

Integrity Advisory increased its Dimensional International Value ETF (DFIV) stake by 147% in Q4 2022, buying an estimated $460K and bringing the position to 26,657 shares worth $810K. The position accounts for 0.74% of the portfolio, ranked #26.

Integrity Advisory first reported a position in DFIV in Q1 2022 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Integrity Advisory held 26,657 shares of Dimensional International Value ETF worth $810K as of Q4 2022.
  • Integrity Advisory bought 15,850 Dimensional International Value ETF shares in Q4 2022, an estimated $460K.
  • Dimensional International Value ETF made up 0.74% of Integrity Advisory's portfolio in Q4 2022, its #26 holding.
  • Integrity Advisory first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.