Lincoln National Corp’s Dimensional International Value ETF DFIV Stock Holding History

Lincoln National Corp’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	-20,776	Closed	-$764K	–	260
2024 Q1	$764K	Buy	20,776 +3,036	+17%	+$105K	0.01%	601
2023 Q4	$610K	Buy	17,740 +1,212	+7%	+$39.5K	0.01%	604
2023 Q3	$539K	Buy	16,528 +1,117	+7%	+$37.2K	0.01%	578
2023 Q2	$506K	Sell	15,411 -1,452	-9%	-$47.7K	0.01%	600
2023 Q1	$543K	Sell	16,863 -1,456	-8%	-$47K	0.01%	556
2022 Q4	$557K	Buy	18,319 +8,655	+90%	+$251K	0.01%	505
2022 Q3	$249K	Buy	9,664 +393	+4%	+$11.2K	0.01%	723
2022 Q2	$268K	Buy	9,271 +1,293	+16%	+$41.2K	0.01%	695
2022 Q1	$267K	Buy	+7,978	New	+$269K	0.01%	753

Other funds holding DFIV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Lincoln National Corp's DFIV Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional International Value ETF (DFIV) in Q2 2024, closing a stake of 20,776 shares — an estimated $764K sold.

Lincoln National Corp first reported a position in DFIV in Q1 2022 and held it in 9 quarters. The position peaked at $764K in Q1 2024. 505 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

Lincoln National Corp reported no remaining Dimensional International Value ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 20,776 Dimensional International Value ETF shares in Q2 2024, an estimated $764K.
Lincoln National Corp first reported a position in Dimensional International Value ETF in Q1 2022 and held it in 9 quarters.
Lincoln National Corp's Dimensional International Value ETF position peaked at $764K in Q1 2024.
505 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.