Soundmark Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Soundmark Wealth Management’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 Q2	–	Sell	-67,587	Closed	-$2.48M	–	21
2024 Q1	$2.48M	Sell	67,587 -370	-0.5%	-$12.8K	1.1%	24
2023 Q4	$2.33M	Buy	67,957 +181	+0.3%	+$5.91K	1.15%	25
2023 Q3	$2.21M	Sell	67,776 -1,903	-3%	-$63.4K	1.23%	23
2023 Q2	$2.29M	Sell	69,679 -53	-0.1%	-$1.74K	1.28%	23
2023 Q1	$2.25M	Buy	69,732 +150	+0.2%	+$4.84K	1.34%	22
2022 Q4	$2.12M	Sell	69,582 -4,851	-7%	-$141K	1.37%	23
2022 Q3	$1.92M	Sell	74,433 -1,641	-2%	-$46.9K	1.34%	21
2022 Q2	$2.2M	Buy	76,074 +1,200	+2%	+$38.3K	1.57%	21
2022 Q1	$2.51M	Sell	74,874 -2,797	-4%	-$94.4K	1.76%	19
2021 Q4	$2.55M	Sell	77,671 -4,507	-5%	-$150K	1.74%	18
2021 Q3	$2.69M	Buy	+82,178	New	+$2.72M	0.97%	21

Other funds holding DFIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

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

FPAS

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

Jane Street New York $1.21T AUM 78.12% 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

Soundmark Wealth Management's DFIV Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2024, closing a stake of 67,587 shares — an estimated $2.48M sold.

Soundmark Wealth Management first reported a position in DFIV in Q3 2021 and held it in 11 quarters. The position peaked at $2.69M in Q3 2021. 504 funds tracked by Wall St. Rank hold DFIV as of Q2 2024.

Soundmark Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 67,587 Dimensional International Value ETF shares in Q2 2024, an estimated $2.48M.
Soundmark Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 11 quarters.
Soundmark Wealth Management's Dimensional International Value ETF position peaked at $2.69M in Q3 2021.
504 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.