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Leo Brokerage’s Dimensional International Value ETF DFIV Stock Holding History

Leo Brokerage’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
2023
Q2 		$251K Sell
7,626
-412
-5% -$13.5K 0.03% 263
2023
Q1 		$259K Buy
+8,038
New +$259K 0.04% 250
2022
Q2 		$4.21M Sell
145,579
-5,904
-4% -$188K 1.13% 20
2022
Q1 		$5.07M Buy
+151,483
New +$5.11M 0.81% 23

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Leo Brokerage's DFIV Position: Q2 2023 in Review

Leo Brokerage reduced its Dimensional International Value ETF (DFIV) stake by 5.1% in Q2 2023, selling an estimated $13.5K and leaving 7,626 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #263.

Leo Brokerage first reported a position in DFIV in Q1 2022 and has held it in 4 quarters since. The position peaked at $5.07M in Q1 2022. 405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

  • Leo Brokerage held 7,626 shares of Dimensional International Value ETF worth $251K as of Q2 2023.
  • Leo Brokerage sold 412 Dimensional International Value ETF shares in Q2 2023, an estimated $13.5K.
  • Dimensional International Value ETF made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #263 holding.
  • Leo Brokerage first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 4 quarters since.
  • Leo Brokerage's Dimensional International Value ETF position peaked at $5.07M in Q1 2022.
  • 405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.