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Tucker Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Tucker Asset 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
2022
Q3 		– Sell
-85
Closed -$2.45K – 880
2022
Q2 		$2.45K Buy
85
+2
+2% +$64 ﹤0.01% 430
2022
Q1 		$2.78K Hold
83
– – ﹤0.01% 389
2021
Q4 		$2.72K Buy
83
+2
+2% +$66 ﹤0.01% 354
2021
Q3 		$2.76K Buy
+81
New +$2.68K ﹤0.01% 283

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 $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Tucker Asset Management's DFIV Position: Q3 2022 in Review

Tucker Asset Management sold out of Dimensional International Value ETF (DFIV) in Q3 2022, closing a stake of 85 shares — an estimated $2.45K sold.

Tucker Asset Management first reported a position in DFIV in Q3 2021 and held it in 4 quarters. The position peaked at $2.78K in Q1 2022. 309 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • Tucker Asset Management reported no remaining Dimensional International Value ETF position as of Q3 2022 after selling out during the quarter.
  • Tucker Asset Management sold 85 Dimensional International Value ETF shares in Q3 2022, an estimated $2.45K.
  • Tucker Asset Management first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 4 quarters.
  • Tucker Asset Management's Dimensional International Value ETF position peaked at $2.78K in Q1 2022.
  • 309 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

Based on Tucker Asset Management's 13F filing for Q3 2022, filed 11 May 2023.