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Turtle Creek Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Turtle Creek Wealth Advisors’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
Q3 		– Sell
-776
Closed -$27.9K – 177
2024
Q2 		$27.9K Buy
+776
New +$28.6K 0.01% 180

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SC
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PNC Financial Services Group
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FPAS
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IFA
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FG
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Turtle Creek Wealth Advisors's DFIV Position: Q3 2024 in Review

Turtle Creek Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q3 2024, closing a stake of 776 shares — an estimated $27.9K sold.

Turtle Creek Wealth Advisors first reported a position in DFIV in Q2 2024 and held it in 1 quarter. The position peaked at $27.9K in Q2 2024. 531 funds tracked by Wall St. Rank hold DFIV as of Q3 2024.

  • Turtle Creek Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q3 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 776 Dimensional International Value ETF shares in Q3 2024, an estimated $27.9K.
  • Turtle Creek Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2024 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Dimensional International Value ETF position peaked at $27.9K in Q2 2024.
  • 531 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.