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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Walkner Condon Financial Advisors's DFIV Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q1 2024, closing a stake of 6,320 shares — an estimated $217K sold.

Walkner Condon Financial Advisors first reported a position in DFIV in Q4 2021 and held it in 6 quarters. The position peaked at $217K in Q4 2023. 487 funds tracked by Wall St. Rank hold DFIV as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining Dimensional International Value ETF position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 6,320 Dimensional International Value ETF shares in Q1 2024, an estimated $217K.
Walkner Condon Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 6 quarters.
Walkner Condon Financial Advisors's Dimensional International Value ETF position peaked at $217K in Q4 2023.
487 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.