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Advyzon Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Advyzon Investment 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
2026
Q2 		$1.45M Buy
26,918
+2,595
+11% +$143K 0.11% 187
2026
Q1 		$1.28M Buy
24,323
+8,259
+51% +$438K 0.12% 178
2025
Q4 		$802K Buy
16,064
+6,661
+71% +$317K 0.09% 216
2025
Q3 		$434K Buy
9,403
+1,150
+14% +$51.4K 0.07% 243
2025
Q2 		$353K Sell
8,253
-189
-2% -$7.7K 0.08% 244
2025
Q1 		$332K Buy
8,442
+245
+3% +$9.35K 0.12% 160
2024
Q4 		$291K Buy
+8,197
New +$301K 0.11% 165

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

Advyzon Investment Management's DFIV Position: Q2 2026 in Review

Advyzon Investment Management increased its Dimensional International Value ETF (DFIV) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 26,918 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #187.

Advyzon Investment Management first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Advyzon Investment Management held 26,918 shares of Dimensional International Value ETF worth $1.45M as of Q2 2026.
  • Advyzon Investment Management bought 2,595 Dimensional International Value ETF shares in Q2 2026, an estimated $143K.
  • Dimensional International Value ETF made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #187 holding.
  • Advyzon Investment Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.