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Vivaldi Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Vivaldi Capital 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
2023
Q1 		– Sell
-35,197
Closed -$1.11M – 221
2022
Q4 		$1.11M Buy
+35,197
New +$1.02M 0.28% 87

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BSW
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Vivaldi Capital Management's DFIV Position: Q1 2023 in Review

Vivaldi Capital Management sold out of Dimensional International Value ETF (DFIV) in Q1 2023, closing a stake of 35,197 shares — an estimated $1.11M sold.

Vivaldi Capital Management first reported a position in DFIV in Q4 2022 and held it in 1 quarter. The position peaked at $1.11M in Q4 2022. 390 funds tracked by Wall St. Rank hold DFIV as of Q1 2023.

  • Vivaldi Capital Management reported no remaining Dimensional International Value ETF position as of Q1 2023 after selling out during the quarter.
  • Vivaldi Capital Management sold 35,197 Dimensional International Value ETF shares in Q1 2023, an estimated $1.11M.
  • Vivaldi Capital Management first reported a position in Dimensional International Value ETF in Q4 2022 and held it in 1 quarter.
  • Vivaldi Capital Management's Dimensional International Value ETF position peaked at $1.11M in Q4 2022.
  • 390 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2023.

Based on Vivaldi Capital Management's 13F filing for Q1 2023, filed 12 May 2023.