Koshinski Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Koshinski Asset Management’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 Q4	–	Sell	-9,085	Closed	-$296K	–	529
2023 Q3	$296K	Buy	9,085 +1	+0%	+$33	0.03%	439
2023 Q2	$298K	Sell	9,084 -7,763	-46%	-$255K	0.03%	457
2023 Q1	$543K	Buy	16,847 +239	+1%	+$7.71K	0.05%	310
2022 Q4	$505K	Sell	16,608 -423	-2%	-$12.3K	0.05%	358
2022 Q3	$439K	Sell	17,031 -113	-0.7%	-$3.23K	0.05%	343
2022 Q2	$495K	Sell	17,144 -7,865	-31%	-$251K	0.05%	365
2022 Q1	$837K	Buy	+25,009	New	+$844K	0.07%	286

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Koshinski Asset Management's DFIV Position: Q4 2023 in Review

Koshinski Asset Management sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 9,085 shares — an estimated $296K sold.

Koshinski Asset Management first reported a position in DFIV in Q1 2022 and held it in 7 quarters. The position peaked at $837K in Q1 2022. 482 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

Koshinski Asset Management reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
Koshinski Asset Management sold 9,085 Dimensional International Value ETF shares in Q4 2023, an estimated $296K.
Koshinski Asset Management first reported a position in Dimensional International Value ETF in Q1 2022 and held it in 7 quarters.
Koshinski Asset Management's Dimensional International Value ETF position peaked at $837K in Q1 2022.
482 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.