AC
DFIV icon

Apella Capital’s Dimensional International Value ETF DFIV Stock Holding History

Apella Capital’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 		$107M Buy
1,943,050
+47,883
+3% +$2.63M 1.52% 16
2026
Q1 		$105M Buy
1,895,167
+749,318
+65% +$39.7M 1.56% 16
2025
Q4 		$57.2M Sell
1,145,849
-21,343
-2% -$1.01M 1.13% 19
2025
Q3 		$53.6M Sell
1,167,192
-42,193
-3% -$1.89M 1.19% 18
2025
Q2 		$51.7M Sell
1,209,385
-20,734
-2% -$844K 1.4% 17
2025
Q1 		$45.7M Sell
1,230,119
-29,182
-2% -$1.11M 1.57% 14
2024
Q4 		$44.7M Sell
1,259,301
-8,277
-0.7% -$304K 1.71% 14
2024
Q3 		$48M Buy
1,267,578
+80,522
+7% +$2.98M 1.97% 14
2024
Q2 		$43.2M Buy
1,187,056
+75,750
+7% +$2.79M 1.93% 14
2024
Q1 		$41.4M Buy
1,111,306
+59,325
+6% +$2.06M 2.09% 11
2023
Q4 		$35.9M Buy
1,051,981
+275,051
+35% +$8.98M 2% 12
2023
Q3 		$25.3M Buy
776,930
+90,302
+13% +$3.01M 1.79% 15
2023
Q2 		$22.6M Buy
+686,628
New +$22.6M 1.61% 18
2022
Q4 		$13.9M Buy
457,402
+163,951
+56% +$4.76M 1.27% 23
2022
Q3 		$7.56M Buy
293,451
+94,278
+47% +$2.69M 0.88% 30
2022
Q2 		$5.75M Buy
+199,173
New +$6.35M 0.69% 34
2022
Q1 		– Sell
-81,311
Closed -$2.67M – 214
2021
Q4 		$2.67M Sell
81,311
-66
-0.1% -$2.19K 0.34% 50
2021
Q3 		$2.67M Buy
+81,377
New +$2.69M 0.38% 54

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

Apella Capital's DFIV Position: Q2 2026 in Review

Apella Capital increased its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, buying an estimated $2.63M and bringing the position to 1,943,050 shares worth $107M. The position accounts for 1.52% of the portfolio, ranked #16.

Apella Capital first reported a position in DFIV in Q3 2021 and has held it in 18 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Apella Capital held 1,943,050 shares of Dimensional International Value ETF worth $107M as of Q2 2026.
  • Apella Capital bought 47,883 Dimensional International Value ETF shares in Q2 2026, an estimated $2.63M.
  • Dimensional International Value ETF made up 1.52% of Apella Capital's portfolio in Q2 2026, its #16 holding.
  • Apella Capital first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 18 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.