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

SBK 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
2022
Q1 		– Sell
-3,497
Closed -$115K – 85
2021
Q4 		$115K Buy
+3,497
New +$116K 0.09% 87

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 $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

SBK Financial's DFIV Position: Q1 2022 in Review

SBK Financial sold out of Dimensional International Value ETF (DFIV) in Q1 2022, closing a stake of 3,497 shares — an estimated $115K sold.

SBK Financial first reported a position in DFIV in Q4 2021 and held it in 1 quarter. The position peaked at $115K in Q4 2021. 264 funds tracked by Wall St. Rank hold DFIV as of Q1 2022.

  • SBK Financial reported no remaining Dimensional International Value ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 3,497 Dimensional International Value ETF shares in Q1 2022, an estimated $115K.
  • SBK Financial first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Dimensional International Value ETF position peaked at $115K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.