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

WestHill 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
2023 Q4	–	Sell	-1,464	Closed	-$47.8K	–	78
2023 Q3	$47.8K	Hold	1,464	–	–	0.01%	83
2023 Q2	$48.1K	Hold	1,464	–	–	0.01%	84
2023 Q1	$47.2K	Sell	1,464 -608	-29%	-$19.6K	0.01%	82
2022 Q4	$63K	Buy	2,072 +608	+42%	+$17.6K	0.02%	83
2022 Q3	$38K	Hold	1,464	–	–	0.01%	82
2022 Q2	$42K	Hold	1,464	–	–	0.01%	82
2022 Q1	$49K	Hold	1,464	–	–	0.01%	89
2021 Q4	$48K	Buy	+1,464	New	+$48.6K	0.01%	92

Other funds holding DFIV

BSW

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFA

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

MWM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WestHill Financial Advisors's DFIV Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2023, closing a stake of 1,464 shares — an estimated $47.8K sold.

WestHill Financial Advisors first reported a position in DFIV in Q4 2021 and held it in 8 quarters. The position peaked at $63K in Q4 2022. 482 funds tracked by Wall St. Rank hold DFIV as of Q4 2023.

WestHill Financial Advisors reported no remaining Dimensional International Value ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 1,464 Dimensional International Value ETF shares in Q4 2023, an estimated $47.8K.
WestHill Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 8 quarters.
WestHill Financial Advisors's Dimensional International Value ETF position peaked at $63K in Q4 2022.
482 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.