Resource Planning Group’s Dimensional International Value ETF DFIV Stock Holding History

Resource Planning 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
2023 Q4	$1.11M	Buy	+32,204	New	+$1.05M	0.7%	31

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Resource Planning Group's DFIV Position: Q4 2023 in Review

Resource Planning Group opened a new position in Dimensional International Value ETF (DFIV) in Q4 2023: 32,204 shares worth $1.11M. The stake represents 0.7% of the portfolio and ranks #31 among its holdings.

481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

Resource Planning Group held 32,204 shares of Dimensional International Value ETF worth $1.11M as of Q4 2023.
Dimensional International Value ETF was a new Resource Planning Group position in Q4 2023.
Dimensional International Value ETF made up 0.7% of Resource Planning Group's portfolio in Q4 2023, its #31 holding.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.