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Moss Adams Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Moss Adams Wealth 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
2023
Q2 		– Sell
-984
Closed -$31.7K – 147
2023
Q1 		$31.7K Buy
+984
New +$31.8K 0.01% 120

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Moss Adams Wealth Advisors's DFIV Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q2 2023, closing a stake of 984 shares — an estimated $31.7K sold.

Moss Adams Wealth Advisors first reported a position in DFIV in Q1 2023 and held it in 1 quarter. The position peaked at $31.7K in Q1 2023. 405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

  • Moss Adams Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q2 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 984 Dimensional International Value ETF shares in Q2 2023, an estimated $31.7K.
  • Moss Adams Wealth Advisors first reported a position in Dimensional International Value ETF in Q1 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Dimensional International Value ETF position peaked at $31.7K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.