United Capital Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

United Capital Financial 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
2023 Q4	–	Sell	-51,829	Closed	-$1.69M	–	1070
2023 Q3	$1.69M	Sell	51,829 -295	-0.6%	-$9.83K	0.01%	445
2023 Q2	$1.71M	Sell	52,124 -489	-0.9%	-$16.1K	0.01%	462
2023 Q1	$1.7M	Buy	52,613 +71	+0.1%	+$2.29K	0.01%	476
2022 Q4	$1.6M	Sell	52,542 -33	-0.1%	-$958	0.01%	525
2022 Q3	$1.35M	Sell	52,575 -7,077	-12%	-$202K	0.01%	546
2022 Q2	$1.72M	Buy	59,652 +3,853	+7%	+$123K	0.01%	519
2022 Q1	$1.87M	Buy	55,799 +988	+2%	+$33.3K	0.01%	533
2021 Q4	$1.8M	Buy	54,811 +275	+0.5%	+$9.13K	0.01%	558
2021 Q3	$1.79M	Buy	+54,536	New	+$1.8M	0.01%	550

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

United Capital Financial Advisors's DFIV Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 51,829 shares — an estimated $1.69M sold.

United Capital Financial Advisors first reported a position in DFIV in Q3 2021 and held it in 9 quarters. The position peaked at $1.87M in Q1 2022. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

United Capital Financial Advisors reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 51,829 Dimensional International Value ETF shares in Q4 2023, an estimated $1.69M.
United Capital Financial Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 9 quarters.
United Capital Financial Advisors's Dimensional International Value ETF position peaked at $1.87M in Q1 2022.
481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.