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Safeguard Financial’s Dimensional International Value ETF DFIV Stock Holding History

Safeguard Financial’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
2025
Q1 		$208K Sell
5,293
-3,209
-38% -$122K 0.05% 104
2024
Q4 		$302K Buy
+8,502
New +$312K 0.07% 88

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Safeguard Financial's DFIV Position: Q1 2025 in Review

Safeguard Financial reduced its Dimensional International Value ETF (DFIV) stake by 38% in Q1 2025, selling an estimated $122K and leaving 5,293 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #104.

Safeguard Financial first reported a position in DFIV in Q4 2024 and has held it in 2 quarters since. The position peaked at $302K in Q4 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Safeguard Financial held 5,293 shares of Dimensional International Value ETF worth $208K as of Q1 2025.
  • Safeguard Financial sold 3,209 Dimensional International Value ETF shares in Q1 2025, an estimated $122K.
  • Dimensional International Value ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #104 holding.
  • Safeguard Financial first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Safeguard Financial's Dimensional International Value ETF position peaked at $302K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.