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Presidio Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Presidio Capital Management’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
Q2 		– Sell
-13,232
Closed -$486K – 60
2024
Q1 		$486K Buy
+13,232
New +$459K 0.35% 26

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Presidio Capital Management's DFIV Position: Q2 2024 in Review

Presidio Capital Management sold out of Dimensional International Value ETF (DFIV) in Q2 2024, closing a stake of 13,232 shares — an estimated $486K sold.

Presidio Capital Management first reported a position in DFIV in Q1 2024 and held it in 1 quarter. The position peaked at $486K in Q1 2024. 504 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

  • Presidio Capital Management reported no remaining Dimensional International Value ETF position as of Q2 2024 after selling out during the quarter.
  • Presidio Capital Management sold 13,232 Dimensional International Value ETF shares in Q2 2024, an estimated $486K.
  • Presidio Capital Management first reported a position in Dimensional International Value ETF in Q1 2024 and held it in 1 quarter.
  • Presidio Capital Management's Dimensional International Value ETF position peaked at $486K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

Based on Presidio Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.