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

Laurel Wealth Advisors (North Carolina)’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
2024
Q2 		– Sell
-838
Closed -$30.8K – 659
2024
Q1 		$30.8K Hold
838
– – 0.01% 341
2023
Q4 		$28.8K Sell
838
-600
-42% -$19.6K 0.01% 328
2023
Q3 		$46.9K Hold
1,438
– – 0.01% 279
2023
Q2 		$47.2K Hold
1,438
– – 0.01% 288
2023
Q1 		$46.3K Buy
+1,438
New +$46.4K 0.01% 289

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Jane Street
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DFIV Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Dimensional International Value ETF (DFIV) in Q2 2024, closing a stake of 838 shares — an estimated $30.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DFIV in Q1 2023 and held it in 5 quarters. The position peaked at $47.2K in Q2 2023. 505 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Dimensional International Value ETF position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 838 Dimensional International Value ETF shares in Q2 2024, an estimated $30.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Dimensional International Value ETF in Q1 2023 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Dimensional International Value ETF position peaked at $47.2K in Q2 2023.
  • 505 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.