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 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

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. 405 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.
405 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.