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McElhenny Sheffield Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-1,106
Closed -$33.6K – 202
2022
Q4 		$33.6K Buy
+1,106
New +$32.1K 0.02% 212

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SC
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IFA
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FPAS
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MWM
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PL
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McElhenny Sheffield Capital Management's DFIV Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Dimensional International Value ETF (DFIV) in Q1 2023, closing a stake of 1,106 shares — an estimated $33.6K sold.

McElhenny Sheffield Capital Management first reported a position in DFIV in Q4 2022 and held it in 1 quarter. The position peaked at $33.6K in Q4 2022. 389 funds tracked by Wall St. Rank hold DFIV as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Dimensional International Value ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,106 Dimensional International Value ETF shares in Q1 2023, an estimated $33.6K.
  • McElhenny Sheffield Capital Management first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Dimensional International Value ETF position peaked at $33.6K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.