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

SageOak 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 		– Sell
-9,744
Closed -$346K – 36
2024
Q4 		$346K Buy
+9,744
New +$357K 0.32% 39

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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

SageOak Financial's DFIV Position: Q1 2025 in Review

SageOak Financial sold out of Dimensional International Value ETF (DFIV) in Q1 2025, closing a stake of 9,744 shares — an estimated $346K sold.

SageOak Financial first reported a position in DFIV in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • SageOak Financial reported no remaining Dimensional International Value ETF position as of Q1 2025 after selling out during the quarter.
  • SageOak Financial sold 9,744 Dimensional International Value ETF shares in Q1 2025, an estimated $346K.
  • SageOak Financial first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 1 quarter.
  • SageOak Financial's Dimensional International Value ETF position peaked at $346K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.