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Advisory Alpha’s Dimensional International Value ETF DFIV Stock Holding History

Advisory Alpha’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
2026
Q2 		$10.7M Buy
198,674
+4,767
+2% +$262K 0.26% 59
2026
Q1 		$10.2M Buy
193,907
+91,227
+89% +$4.83M 0.28% 56
2025
Q4 		$5.12M Buy
102,680
+4,211
+4% +$200K 0.14% 76
2025
Q3 		$4.55M Buy
98,469
+4,943
+5% +$221K 0.13% 75
2025
Q2 		$4.01M Buy
93,526
+4,922
+6% +$200K 0.12% 79
2025
Q1 		$3.49M Sell
88,604
-2,917
-3% -$111K 0.12% 82
2024
Q4 		$3.25M Buy
91,521
+5,956
+7% +$218K 0.12% 79
2024
Q3 		$3.26M Buy
85,565
+4,021
+5% +$149K 0.12% 80
2024
Q2 		$2.93M Sell
81,544
-61,118
-43% -$2.25M 0.12% 86
2024
Q1 		$5.24M Buy
142,662
+10,904
+8% +$378K 0.22% 62
2023
Q4 		$4.53M Buy
131,758
+4,720
+4% +$154K 0.21% 63
2023
Q3 		$4.14M Buy
127,038
+14,179
+13% +$472K 0.21% 65
2023
Q2 		$3.71M Buy
112,859
+11,398
+11% +$374K 0.19% 70
2023
Q1 		$3.27M Buy
101,461
+10,960
+12% +$354K 0.21% 60
2022
Q4 		$2.75M Buy
90,501
+10,772
+14% +$313K 0.19% 62
2022
Q3 		$2.05M Buy
+79,729
New +$2.28M 0.16% 72

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Advisory Alpha's DFIV Position: Q2 2026 in Review

Advisory Alpha increased its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, buying an estimated $262K and bringing the position to 198,674 shares worth $10.7M. The position accounts for 0.26% of the portfolio, ranked #59.

Advisory Alpha first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Advisory Alpha held 198,674 shares of Dimensional International Value ETF worth $10.7M as of Q2 2026.
  • Advisory Alpha bought 4,767 Dimensional International Value ETF shares in Q2 2026, an estimated $262K.
  • Dimensional International Value ETF made up 0.26% of Advisory Alpha's portfolio in Q2 2026, its #59 holding.
  • Advisory Alpha first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.