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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 -$25 – 228
2024
Q3 		$25 Buy
+152
New +$5.62K ﹤0.01% 160

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $25 sold.

McClarren Financial Advisors first reported a position in DFIV in Q3 2024 and held it in 1 quarter. The position peaked at $25 in Q3 2024. 604 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 $25.
  • 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 $25 in Q3 2024.
  • 604 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.