OLVIG
DFIV icon

Oliver Lagore Vanvalin Investment Group’s Dimensional International Value ETF DFIV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$27.3K Buy
771
+489
+173% +$17.9K 0.01% 317
2024
Q3 		$10.7K Buy
282
+23
+9% +$851 ﹤0.01% 418
2024
Q2 		$9.31K Buy
259
+73
+39% +$2.69K ﹤0.01% 426
2024
Q1 		$6.84K Sell
186
-203
-52% -$7.04K ﹤0.01% 462
2023
Q4 		$13.4K Buy
389
+109
+39% +$3.56K 0.01% 372
2023
Q3 		$9.13K Buy
280
+16
+6% +$533 ﹤0.01% 453
2023
Q2 		$8.67K Buy
264
+15
+6% +$493 ﹤0.01% 489
2023
Q1 		$8.03K Buy
+249
New +$8.04K ﹤0.01% 413

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
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