TWP
DFIV icon

Tempus Wealth Planning’s Dimensional International Value ETF DFIV Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-51,966
Closed -$1.79M – 195
2023
Q4 		$1.79M Sell
51,966
-3,221
-6% -$105K 0.78% 33
2023
Q3 		$1.8M Sell
55,187
-1,376
-2% -$45.8K 0.9% 23
2023
Q2 		$1.86M Buy
+56,563
New +$1.86M 0.84% 31

Other funds holding DFIV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Tempus Wealth Planning's DFIV Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 51,966 shares — an estimated $1.79M sold.

Tempus Wealth Planning first reported a position in DFIV in Q2 2023 and held it in 3 quarters. The position peaked at $1.86M in Q2 2023. 487 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

  • Tempus Wealth Planning reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 51,966 Dimensional International Value ETF shares in Q1 2024, an estimated $1.79M.
  • Tempus Wealth Planning first reported a position in Dimensional International Value ETF in Q2 2023 and held it in 3 quarters.
  • Tempus Wealth Planning's Dimensional International Value ETF position peaked at $1.86M in Q2 2023.
  • 487 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.