OLVIG
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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 $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFIV Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional International Value ETF (DFIV) stake by 173% in Q4 2024, buying an estimated $17.9K and bringing the position to 771 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #317.

Oliver Lagore Vanvalin Investment Group first reported a position in DFIV in Q1 2023 and has held it in 8 quarters since. 605 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 771 shares of Dimensional International Value ETF worth $27.3K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 489 Dimensional International Value ETF shares in Q4 2024, an estimated $17.9K.
  • Dimensional International Value ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #317 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 8 quarters since.
  • 605 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.