Ken Fisher
DFIV icon

Ken Fisher’s Dimensional International Value ETF DFIV Stock Holding History

Ken Fisher’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
Q1 		– Sell
-6,098
Closed -$200K – 965
2021
Q4 		$200K Buy
+6,098
New +$202K ﹤0.01% 922

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 $424B AUM 22.96% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Ken Fisher's DFIV Position: Q1 2022 in Review

Ken Fisher sold out of Dimensional International Value ETF (DFIV) in Q1 2022, closing a stake of 6,098 shares — an estimated $200K sold.

Ken Fisher first reported a position in DFIV in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 264 funds tracked by Wall St. Rank hold DFIV as of Q1 2022.

  • Ken Fisher reported no remaining Dimensional International Value ETF position as of Q1 2022 after selling out during the quarter.
  • Ken Fisher sold 6,098 Dimensional International Value ETF shares in Q1 2022, an estimated $200K.
  • Ken Fisher first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 1 quarter.
  • Ken Fisher's Dimensional International Value ETF position peaked at $200K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2022.

Based on Fisher Asset Management's 13F filing for Q1 2022, filed 5 May 2022.