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Legacy CG’s Dimensional International Value ETF DFIV Stock Holding History

Legacy CG’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 		– Sell
-48,670
Closed -$1.73M – 51
2024
Q4 		$1.73M Buy
48,670
+26,617
+121% +$976K 0.53% 46
2024
Q3 		$840K Sell
22,053
-157
-0.7% -$5.81K 0.27% 46
2024
Q2 		$798K Sell
22,210
-12,282
-36% -$452K 0.27% 45
2024
Q1 		$1.27M Sell
34,492
-672
-2% -$23.3K 0.46% 37
2023
Q4 		$1.21M Buy
+35,164
New +$1.15M 0.46% 35

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Legacy CG's DFIV Position: Q1 2025 in Review

Legacy CG sold out of Dimensional International Value ETF (DFIV) in Q1 2025, closing a stake of 48,670 shares — an estimated $1.73M sold.

Legacy CG first reported a position in DFIV in Q4 2023 and held it in 5 quarters. The position peaked at $1.73M in Q4 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Legacy CG reported no remaining Dimensional International Value ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy CG sold 48,670 Dimensional International Value ETF shares in Q1 2025, an estimated $1.73M.
  • Legacy CG first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 5 quarters.
  • Legacy CG's Dimensional International Value ETF position peaked at $1.73M in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Legacy CG's 13F filing for Q1 2025, filed 24 Apr 2025.