MPWT
DFIV icon

MassMutual Private Wealth & Trust’s Dimensional International Value ETF DFIV Stock Holding History

MassMutual Private Wealth & Trust’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
2021
Q4 		– Sell
-644
Closed -$21K – 1412
2021
Q3 		$21K Buy
+644
New +$21.3K ﹤0.01% 590

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFIV Position: Q4 2021 in Review

MassMutual Private Wealth & Trust sold out of Dimensional International Value ETF (DFIV) in Q4 2021, closing a stake of 644 shares — an estimated $21K sold.

MassMutual Private Wealth & Trust first reported a position in DFIV in Q3 2021 and held it in 1 quarter. The position peaked at $21K in Q3 2021. 248 funds tracked by Wall St. Rank hold DFIV as of Q4 2021.

  • MassMutual Private Wealth & Trust reported no remaining Dimensional International Value ETF position as of Q4 2021 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 644 Dimensional International Value ETF shares in Q4 2021, an estimated $21K.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Dimensional International Value ETF position peaked at $21K in Q3 2021.
  • 248 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2021, filed 9 Feb 2022.