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McClarren Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

McClarren Financial Advisors’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
Q4 		– Sell
-152
Closed -$25K – 228
2024
Q3 		$25K Buy
+152
New +$5.62K ﹤0.01% 160

Other funds holding DFIV

Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

McClarren Financial Advisors's DFIV Position: Q4 2024 in Review

McClarren Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 152 shares — an estimated $25K sold.

McClarren Financial Advisors first reported a position in DFIV in Q3 2024 and held it in 1 quarter. The position peaked at $25K in Q3 2024. 605 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • McClarren Financial Advisors reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 152 Dimensional International Value ETF shares in Q4 2024, an estimated $25K.
  • McClarren Financial Advisors first reported a position in Dimensional International Value ETF in Q3 2024 and held it in 1 quarter.
  • McClarren Financial Advisors's Dimensional International Value ETF position peaked at $25K in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on McClarren Financial Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.