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Relaxing Retirement Coach’s Dimensional International Value ETF DFIV Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$3.99M Buy
121,488
+11,290
+10% +$371K 1.2% 14
2023
Q1 		$3.55M Buy
110,198
+21,620
+24% +$698K 1.18% 15
2022
Q4 		$2.69M Buy
88,578
+43,492
+96% +$1.26M 1% 15
2022
Q3 		$1.16M Buy
45,086
+20,926
+87% +$598K 0.55% 25
2022
Q2 		$698K Buy
+24,160
New +$770K 0.35% 33

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Relaxing Retirement Coach's DFIV Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional International Value ETF (DFIV) stake by 10% in Q2 2023, buying an estimated $371K and bringing the position to 121,488 shares worth $3.99M. The position accounts for 1.2% of the portfolio, ranked #14.

Relaxing Retirement Coach first reported a position in DFIV in Q2 2022 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold DFIV as of Q2 2023.

  • Relaxing Retirement Coach held 121,488 shares of Dimensional International Value ETF worth $3.99M as of Q2 2023.
  • Relaxing Retirement Coach bought 11,290 Dimensional International Value ETF shares in Q2 2023, an estimated $371K.
  • Dimensional International Value ETF made up 1.2% of Relaxing Retirement Coach's portfolio in Q2 2023, its #14 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.