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Mogy Joel R Investment Counsel’s Dimensional International Value ETF DFIV Stock Holding History

Mogy Joel R Investment Counsel’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
2025
Q1 		– Sell
-2,593
Closed -$92K – 108
2024
Q4 		$92K Buy
+2,593
New +$95.1K 0.01% 102

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mogy Joel R Investment Counsel's DFIV Position: Q1 2025 in Review

Mogy Joel R Investment Counsel sold out of Dimensional International Value ETF (DFIV) in Q1 2025, closing a stake of 2,593 shares — an estimated $92K sold.

Mogy Joel R Investment Counsel first reported a position in DFIV in Q4 2024 and held it in 1 quarter. The position peaked at $92K in Q4 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Mogy Joel R Investment Counsel reported no remaining Dimensional International Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 2,593 Dimensional International Value ETF shares in Q1 2025, an estimated $92K.
  • Mogy Joel R Investment Counsel first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Dimensional International Value ETF position peaked at $92K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2025, filed 16 Apr 2025.