Single Point Partners’s Dimensional International Value ETF DFIV Stock Holding History

Single Point Partners’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	-6,720	Closed	-$256K	–	83
2024 Q3	$256K	Sell	6,720 -800	-11%	-$29.6K	0.41%	26
2024 Q2	$270K	Sell	7,520 -750	-9%	-$27.6K	0.46%	24
2024 Q1	$304K	Hold	8,270	–	–	0.07%	58
2023 Q4	$284K	Hold	8,270	–	–	0.07%	60
2023 Q3	$270K	Hold	8,270	–	–	0.07%	60
2023 Q2	$272K	Hold	8,270	–	–	0.38%	46
2023 Q1	$267K	Sell	8,270 -4,450	-35%	-$144K	0.06%	125
2022 Q4	$387K	Buy	+12,720	New	+$369K	0.09%	85

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Single Point Partners's DFIV Position: Q4 2024 in Review

Single Point Partners sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 6,720 shares — an estimated $256K sold.

Single Point Partners first reported a position in DFIV in Q4 2022 and held it in 8 quarters. The position peaked at $387K in Q4 2022. 605 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

Single Point Partners reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
Single Point Partners sold 6,720 Dimensional International Value ETF shares in Q4 2024, an estimated $256K.
Single Point Partners first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 8 quarters.
Single Point Partners's Dimensional International Value ETF position peaked at $387K in Q4 2022.
605 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

Based on Single Point Partners's 13F filing for Q4 2024, filed 29 Jan 2025.