VWM
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Valley Wealth Managers’s Dimensional International Value ETF DFIV Stock Holding History

Valley Wealth Managers’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
-186
Closed -$6.07K – 354
2023
Q3 		$6.07K Buy
+186
New +$6.2K ﹤0.01% 304

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

Valley Wealth Managers's DFIV Position: Q4 2023 in Review

Valley Wealth Managers sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 186 shares — an estimated $6.07K sold.

Valley Wealth Managers first reported a position in DFIV in Q3 2023 and held it in 1 quarter. The position peaked at $6.07K in Q3 2023. 481 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

  • Valley Wealth Managers reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 186 Dimensional International Value ETF shares in Q4 2023, an estimated $6.07K.
  • Valley Wealth Managers first reported a position in Dimensional International Value ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Dimensional International Value ETF position peaked at $6.07K in Q3 2023.
  • 481 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.