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Keystone Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Keystone Wealth Partners’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 		$10.1M Buy
300,629
+33,370
+12% +$1.13M 4.7% 10
2021
Q4 		$8.77M Buy
267,259
+68,205
+34% +$2.26M 3.87% 11
2021
Q3 		$6.52M Buy
+199,054
New +$6.58M 3.59% 10

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
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

Keystone Wealth Partners's DFIV Position: Q1 2022 in Review

Keystone Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 12% in Q1 2022, buying an estimated $1.13M and bringing the position to 300,629 shares worth $10.1M. The position accounts for 4.7% of the portfolio, ranked #10.

Keystone Wealth Partners first reported a position in DFIV in Q3 2021 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold DFIV as of Q1 2022.

  • Keystone Wealth Partners held 300,629 shares of Dimensional International Value ETF worth $10.1M as of Q1 2022.
  • Keystone Wealth Partners bought 33,370 Dimensional International Value ETF shares in Q1 2022, an estimated $1.13M.
  • Dimensional International Value ETF made up 4.7% of Keystone Wealth Partners's portfolio in Q1 2022, its #10 holding.
  • Keystone Wealth Partners first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.