VVP
DFIV icon

Venture Visionary Partners’s Dimensional International Value ETF DFIV Stock Holding History

Venture Visionary Partners’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
-279
Closed -$8.09K – 729
2022
Q2 		$8.09K Buy
+279
New +$8.9K ﹤0.01% 1298

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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

Venture Visionary Partners's DFIV Position: Q3 2022 in Review

Venture Visionary Partners sold out of Dimensional International Value ETF (DFIV) in Q3 2022, closing a stake of 279 shares — an estimated $8.09K sold.

Venture Visionary Partners first reported a position in DFIV in Q2 2022 and held it in 1 quarter. The position peaked at $8.09K in Q2 2022. 309 funds tracked by Wall St. Rank hold DFIV as of Q3 2022.

  • Venture Visionary Partners reported no remaining Dimensional International Value ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 279 Dimensional International Value ETF shares in Q3 2022, an estimated $8.09K.
  • Venture Visionary Partners first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Dimensional International Value ETF position peaked at $8.09K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.