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TCWP’s Dimensional International Value ETF DFIV Stock Holding History

TCWP’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
Q4 		– Sell
-16,044
Closed -$523K – 63
2023
Q3 		$523K Hold
16,044
– – 0.4% 64
2023
Q2 		$527K Hold
16,044
– – 0.11% 109
2023
Q1 		$517K Hold
16,044
– – 0.1% 134
2022
Q4 		$488K Sell
16,044
-1,490
-8% -$43.2K 0.1% 144
2022
Q3 		$451K Sell
17,534
-730
-4% -$20.9K 0.1% 153
2022
Q2 		$527K Buy
18,264
+2,220
+14% +$70.8K 0.11% 135
2022
Q1 		$537K Hold
16,044
– – 0.1% 135
2021
Q4 		$526K Buy
+16,044
New +$533K 0.1% 143

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TCWP's DFIV Position: Q4 2023 in Review

TCWP sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 16,044 shares — an estimated $523K sold.

TCWP first reported a position in DFIV in Q4 2021 and held it in 8 quarters. The position peaked at $537K in Q1 2022. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

  • TCWP reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 16,044 Dimensional International Value ETF shares in Q4 2023, an estimated $523K.
  • TCWP first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 8 quarters.
  • TCWP's Dimensional International Value ETF position peaked at $537K in Q1 2022.
  • 481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.