Lumature Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Lumature Wealth Partners’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	$77.7K	Buy	+2,364	New	+$77.6K	0.05%	203

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Lumature Wealth Partners's DFIV Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Dimensional International Value ETF (DFIV) in Q2 2023: 2,364 shares worth $77.7K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings.

405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

Lumature Wealth Partners held 2,364 shares of Dimensional International Value ETF worth $77.7K as of Q2 2023.
Dimensional International Value ETF was a new Lumature Wealth Partners position in Q2 2023.
Dimensional International Value ETF made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #203 holding.
405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.