Lane & Associates’s Dimensional International Value ETF DFIV Stock Holding History

Lane & Associates’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
2025 Q1	$6.03M	Sell	153,257 -7,601	-5%	-$290K	3.25%	6
2024 Q4	$5.98M	Sell	160,858 -16,184	-9%	-$593K	3.09%	6
2024 Q3	$6.74M	Sell	177,042 -9,413	-5%	-$348K	3.67%	5
2024 Q2	$6.7M	Buy	186,455 +53,829	+41%	+$1.98M	3.95%	3
2024 Q1	$4.87M	Buy	132,626 +15,127	+13%	+$524K	3.07%	6
2023 Q4	$4.04M	Buy	117,499 +11,742	+11%	+$383K	2.94%	8
2023 Q3	$3.45M	Buy	105,757 +41,383	+64%	+$1.38M	2.77%	9
2023 Q2	$2.11M	Buy	64,374 +23,107	+56%	+$759K	1.68%	15
2023 Q1	$1.33M	Buy	41,267 +14,090	+52%	+$455K	1.19%	19
2022 Q4	$826K	Buy	+27,177	New	+$789K	0.78%	31

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

FPAS

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Lane & Associates's DFIV Position: Q1 2025 in Review

Lane & Associates reduced its Dimensional International Value ETF (DFIV) stake by 4.7% in Q1 2025, selling an estimated $290K and leaving 153,257 shares worth $6.03M. The position accounts for 3.25% of the portfolio, ranked #6.

Lane & Associates first reported a position in DFIV in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.74M in Q3 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

Lane & Associates held 153,257 shares of Dimensional International Value ETF worth $6.03M as of Q1 2025.
Lane & Associates sold 7,601 Dimensional International Value ETF shares in Q1 2025, an estimated $290K.
Dimensional International Value ETF made up 3.25% of Lane & Associates's portfolio in Q1 2025, its #6 holding.
Lane & Associates first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Dimensional International Value ETF position peaked at $6.74M in Q3 2024.
642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.