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Leo Wealth LLC’s Dimensional International Value ETF DFIV Stock Holding History

Leo Wealth LLC’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
Q1 		– Sell
-6,267
Closed -$223K – 338
2023
Q4 		$223K Buy
+6,267
New +$204K 0.02% 300

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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
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
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Leo Wealth LLC's DFIV Position: Q1 2024 in Review

Leo Wealth LLC sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 6,267 shares — an estimated $223K sold.

Leo Wealth LLC first reported a position in DFIV in Q4 2023 and held it in 1 quarter. The position peaked at $223K in Q4 2023. 487 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

  • Leo Wealth LLC reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 6,267 Dimensional International Value ETF shares in Q1 2024, an estimated $223K.
  • Leo Wealth LLC first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 1 quarter.
  • Leo Wealth LLC's Dimensional International Value ETF position peaked at $223K in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Leo Wealth LLC's 13F filing for Q1 2024, filed 9 May 2024.