Steward Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Steward Financial Group’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
2023 Q3	$367K	Buy	+11,261	New	+$375K	0.12%	50

Other funds holding DFIV

BSW

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Steward Financial Group's DFIV Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dimensional International Value ETF (DFIV) in Q3 2023: 11,261 shares worth $367K. The stake represents 0.12% of the portfolio and ranks #50 among its holdings.

417 funds tracked by Wall St. Rank hold DFIV as of Q3 2023.

Steward Financial Group held 11,261 shares of Dimensional International Value ETF worth $367K as of Q3 2023.
Dimensional International Value ETF was a new Steward Financial Group position in Q3 2023.
Dimensional International Value ETF made up 0.12% of Steward Financial Group's portfolio in Q3 2023, its #50 holding.
417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.