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Sloy Dahl & Holst’s Dimensional International Value ETF DFIV Stock Holding History

Sloy Dahl & Holst’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
Q2 		– Sell
-6,327
Closed -$212K – 78
2022
Q1 		$212K Hold
6,327
– – 0.04% 74
2021
Q4 		$207K Hold
6,327
– – 0.04% 89
2021
Q3 		$207K Buy
+6,327
New +$209K 0.04% 90

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Sloy Dahl & Holst's DFIV Position: Q2 2022 in Review

Sloy Dahl & Holst sold out of Dimensional International Value ETF (DFIV) in Q2 2022, closing a stake of 6,327 shares — an estimated $212K sold.

Sloy Dahl & Holst first reported a position in DFIV in Q3 2021 and held it in 3 quarters. The position peaked at $212K in Q1 2022. 302 funds tracked by Wall St. Rank hold DFIV as of Q2 2022.

  • Sloy Dahl & Holst reported no remaining Dimensional International Value ETF position as of Q2 2022 after selling out during the quarter.
  • Sloy Dahl & Holst sold 6,327 Dimensional International Value ETF shares in Q2 2022, an estimated $212K.
  • Sloy Dahl & Holst first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 3 quarters.
  • Sloy Dahl & Holst's Dimensional International Value ETF position peaked at $212K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2022.

Based on Sloy Dahl & Holst's 13F filing for Q2 2022, filed 2 Aug 2022.