AWM
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Aprio Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Aprio Wealth 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 		$226K Sell
4,185
-4,371
-51% -$240K 0.01% 589
2026
Q1 		$452K Buy
+8,556
New +$453K 0.02% 387

Other funds holding DFIV

Northwestern Mutual Wealth Management
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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

Aprio Wealth Management's DFIV Position: Q2 2026 in Review

Aprio Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 51% in Q2 2026, selling an estimated $240K and leaving 4,185 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #589.

Aprio Wealth Management first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $452K in Q1 2026. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Aprio Wealth Management held 4,185 shares of Dimensional International Value ETF worth $226K as of Q2 2026.
  • Aprio Wealth Management sold 4,371 Dimensional International Value ETF shares in Q2 2026, an estimated $240K.
  • Dimensional International Value ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Aprio Wealth Management first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Aprio Wealth Management's Dimensional International Value ETF position peaked at $452K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.