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Patriot Financial Group Insurance Agency’s Dimensional International Value ETF DFIV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-569
Closed -$16K – 768
2022
Q2 		$16K Buy
569
+2
+0.4% +$64 ﹤0.01% 1078
2022
Q1 		$19K Sell
567
-115
-17% -$3.88K ﹤0.01% 1105
2021
Q4 		$22K Hold
682
– – ﹤0.01% 1176
2021
Q3 		$22K Buy
+682
New +$22.5K ﹤0.01% 1173

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FPAS
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Envestnet Asset Management
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IFA
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFIV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional International Value ETF (DFIV) in Q3 2022, closing a stake of 569 shares — an estimated $16K sold.

Patriot Financial Group Insurance Agency first reported a position in DFIV in Q3 2021 and held it in 4 quarters. The position peaked at $22K in Q4 2021. 308 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional International Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 569 Dimensional International Value ETF shares in Q3 2022, an estimated $16K.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Dimensional International Value ETF position peaked at $22K in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.