IFS
DFIV icon

Intelligent Financial Strategies’s Dimensional International Value ETF DFIV Stock Holding History

Intelligent Financial Strategies’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
-2,935
Closed -$94.6K – 92
2023
Q1 		$94.6K Sell
2,935
-1,793
-38% -$57.9K 0.07% 51
2022
Q4 		$144K Sell
4,728
-1,752
-27% -$50.8K 0.12% 46
2022
Q3 		$167K Sell
6,480
-4,762
-42% -$136K 0.18% 47
2022
Q2 		$325K Buy
+11,242
New +$358K 0.33% 41

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Intelligent Financial Strategies's DFIV Position: Q2 2023 in Review

Intelligent Financial Strategies sold out of Dimensional International Value ETF (DFIV) in Q2 2023, closing a stake of 2,935 shares — an estimated $94.6K sold.

Intelligent Financial Strategies first reported a position in DFIV in Q2 2022 and held it in 4 quarters. The position peaked at $325K in Q2 2022. 406 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

  • Intelligent Financial Strategies reported no remaining Dimensional International Value ETF position as of Q2 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 2,935 Dimensional International Value ETF shares in Q2 2023, an estimated $94.6K.
  • Intelligent Financial Strategies first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 4 quarters.
  • Intelligent Financial Strategies's Dimensional International Value ETF position peaked at $325K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Intelligent Financial Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.