Lake Point Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Lake Point Wealth 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
2022 Q2	$10K	Buy	+334	New	+$10.6K	0.01%	151

Other funds holding DFIV

BSW

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Lake Point Wealth Management's DFIV Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2022: 334 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings.

302 funds tracked by Wall St. Rank hold DFIV as of Q2 2022.

Lake Point Wealth Management held 334 shares of Dimensional International Value ETF worth $10K as of Q2 2022.
Dimensional International Value ETF was a new Lake Point Wealth Management position in Q2 2022.
Dimensional International Value ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #151 holding.
302 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.