Walkner Condon Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Walkner Condon 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
2024 Q1	–	Sell	-6,320	Closed	-$217K	–	268
2023 Q4	$217K	Hold	6,320	–	–	0.05%	247
2023 Q3	$206K	Buy	6,320 +26	+0.4%	+$866	0.05%	234
2023 Q2	$207K	Buy	6,294 +54	+0.9%	+$1.77K	0.05%	229
2023 Q1	$201K	Buy	+6,240	New	+$201K	0.06%	229
2022 Q2	–	Sell	-6,120	Closed	-$205K	–	220
2022 Q1	$205K	Buy	6,120 +5	+0.1%	+$169	0.06%	210
2021 Q4	$201K	Buy	+6,115	New	+$203K	0.13%	118

Other funds holding DFIV

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

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return