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Laurel Wealth Advisors (California)’s Dimensional International Value ETF DFIV Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$306K Buy
+10,066
New +$292K 0.03% 500

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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

Laurel Wealth Advisors (California)'s DFIV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Dimensional International Value ETF (DFIV) in Q4 2022: 10,066 shares worth $306K. The stake represents 0.03% of the portfolio and ranks #500 among its holdings.

370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,066 shares of Dimensional International Value ETF worth $306K as of Q4 2022.
  • Dimensional International Value ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Dimensional International Value ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #500 holding.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.