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Sanford Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Sanford Advisory Services’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
2022
Q4 		$6.32M Buy
207,798
+42,710
+26% +$1.24M 1.5% 17
2022
Q3 		$4.25M Buy
165,088
+121,927
+282% +$3.48M 1.21% 17
2022
Q2 		$1.25M Buy
+43,161
New +$1.38M 0.35% 35

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

Sanford Advisory Services's DFIV Position: Q4 2022 in Review

Sanford Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 26% in Q4 2022, buying an estimated $1.24M and bringing the position to 207,798 shares worth $6.32M. The position accounts for 1.5% of the portfolio, ranked #17.

Sanford Advisory Services first reported a position in DFIV in Q2 2022 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold DFIV as of Q4 2022.

  • Sanford Advisory Services held 207,798 shares of Dimensional International Value ETF worth $6.32M as of Q4 2022.
  • Sanford Advisory Services bought 42,710 Dimensional International Value ETF shares in Q4 2022, an estimated $1.24M.
  • Dimensional International Value ETF made up 1.5% of Sanford Advisory Services's portfolio in Q4 2022, its #17 holding.
  • Sanford Advisory Services first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.