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SageView Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

SageView Advisory 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
2024
Q4 		– Sell
-5,344
Closed -$204K – 594
2024
Q3 		$204K Sell
5,344
-2,926
-35% -$108K 0.01% 492
2024
Q2 		$297K Buy
+8,270
New +$305K 0.01% 435

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

SageView Advisory Group's DFIV Position: Q4 2024 in Review

SageView Advisory Group sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 5,344 shares — an estimated $204K sold.

SageView Advisory Group first reported a position in DFIV in Q2 2024 and held it in 2 quarters. The position peaked at $297K in Q2 2024. 604 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • SageView Advisory Group reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
  • SageView Advisory Group sold 5,344 Dimensional International Value ETF shares in Q4 2024, an estimated $204K.
  • SageView Advisory Group first reported a position in Dimensional International Value ETF in Q2 2024 and held it in 2 quarters.
  • SageView Advisory Group's Dimensional International Value ETF position peaked at $297K in Q2 2024.
  • 604 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on SageView Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.