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Keel Point’s Dimensional International Value ETF DFIV Stock Holding History

Keel Point’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
Q3 		– Sell
-5,771
Closed -$208K – 447
2024
Q2 		$208K Buy
+5,771
New +$213K 0.02% 404

Other funds holding DFIV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Keel Point's DFIV Position: Q3 2024 in Review

Keel Point sold out of Dimensional International Value ETF (DFIV) in Q3 2024, closing a stake of 5,771 shares — an estimated $208K sold.

Keel Point first reported a position in DFIV in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 531 funds tracked by Wall St. Rank hold DFIV as of Q3 2024.

  • Keel Point reported no remaining Dimensional International Value ETF position as of Q3 2024 after selling out during the quarter.
  • Keel Point sold 5,771 Dimensional International Value ETF shares in Q3 2024, an estimated $208K.
  • Keel Point first reported a position in Dimensional International Value ETF in Q2 2024 and held it in 1 quarter.
  • Keel Point's Dimensional International Value ETF position peaked at $208K in Q2 2024.
  • 531 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2024.

Based on Keel Point's 13F filing for Q3 2024, filed 14 Nov 2024.