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Wilbanks Smith & Thomas Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Wilbanks Smith & Thomas Asset 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
-8,335
Closed -$253K – 514
2022
Q4 		$253K Buy
8,335
+33
+0.4% +$958 0.01% 419
2022
Q3 		$214K Buy
8,302
+18
+0.2% +$514 0.01% 437
2022
Q2 		$239K Buy
+8,284
New +$264K 0.01% 421

Other funds holding DFIV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DFIV Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Dimensional International Value ETF (DFIV) in Q1 2023, closing a stake of 8,335 shares — an estimated $253K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DFIV in Q2 2022 and held it in 3 quarters. The position peaked at $253K in Q4 2022. 389 funds tracked by Wall St. Rank hold DFIV as of Q1 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Dimensional International Value ETF position as of Q1 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 8,335 Dimensional International Value ETF shares in Q1 2023, an estimated $253K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's Dimensional International Value ETF position peaked at $253K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.