Private Portfolio Partners’s Dimensional International Value ETF DFIV Stock Holding History

Private Portfolio Partners’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	$359K	Buy	10,123 +800	+9%	+$29.3K	0.07%	212
2024 Q3	$355K	Buy	9,323 +200	+2%	+$7.4K	0.07%	200
2024 Q2	$328K	Buy	9,123 +300	+3%	+$11K	0.27%	65
2024 Q1	$324K	Sell	8,823 -195	-2%	-$6.76K	0.07%	207
2023 Q4	$310K	Hold	9,018	–	–	0.07%	201
2023 Q3	$294K	Buy	9,018 +1,278	+17%	+$42.6K	0.08%	194
2023 Q2	$254K	Buy	7,740 +445	+6%	+$14.6K	0.07%	222
2023 Q1	$235K	Buy	+7,295	New	+$235K	0.06%	227

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Portfolio Partners's DFIV Position: Q4 2024 in Review

Private Portfolio Partners increased its Dimensional International Value ETF (DFIV) stake by 8.6% in Q4 2024, buying an estimated $29.3K and bringing the position to 10,123 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #212.

Private Portfolio Partners first reported a position in DFIV in Q1 2023 and has held it in 8 quarters since. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

Private Portfolio Partners held 10,123 shares of Dimensional International Value ETF worth $359K as of Q4 2024.
Private Portfolio Partners bought 800 Dimensional International Value ETF shares in Q4 2024, an estimated $29.3K.
Dimensional International Value ETF made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #212 holding.
Private Portfolio Partners first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 8 quarters since.
604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.