W
DFIV icon

WealthOne’s Dimensional International Value ETF DFIV Stock Holding History

WealthOne’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
Q3 		$474K Buy
14,544
+27
+0.2% +$900 0.19% 44
2023
Q2 		$477K Sell
14,517
-28
-0.2% -$920 0.18% 50
2023
Q1 		$469K Buy
14,545
+114
+0.8% +$3.68K 0.18% 54
2022
Q4 		$439K Buy
14,431
+27
+0.2% +$784 0.18% 58
2022
Q3 		$371K Buy
14,404
+14
+0.1% +$400 0.16% 69
2022
Q2 		$416K Buy
+14,390
New +$459K 0.17% 65
2022
Q1 		– Sell
-14,324
Closed -$470K – 129
2021
Q4 		$470K Buy
14,324
+48
+0.3% +$1.59K 0.16% 64
2021
Q3 		$467K Buy
+14,276
New +$472K 0.18% 65

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
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return