Avantax Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.35M	Buy	54,980 +13,511	+33%	+$550K	0.01%	720
2025 Q1	$1.63M	Buy	41,469 +14,169	+52%	+$541K	0.01%	849
2024 Q4	$969K	Sell	27,300 -2,170	-7%	-$79.6K	0.01%	1053
2024 Q3	$1.12M	Buy	29,470 +1,085	+4%	+$40.1K	0.01%	960
2024 Q2	$1.02M	Sell	28,385 -8,203	-22%	-$302K	0.01%	968
2024 Q1	$1.34M	Sell	36,588 -12,865	-26%	-$446K	0.01%	654
2023 Q4	$1.7M	Buy	49,453 +14,920	+43%	+$487K	0.02%	553
2023 Q3	$1.13M	Buy	34,533 +280	+0.8%	+$9.33K	0.01%	641
2023 Q2	$1.13M	Sell	34,253 -54,895	-62%	-$1.8M	0.01%	640
2023 Q1	$2.87M	Sell	89,148 -245,405	-73%	-$7.92M	0.04%	354
2022 Q4	$10.2M	Sell	334,553 -17,025	-5%	-$494K	0.14%	128
2022 Q3	$9.06M	Buy	351,578 +11,720	+3%	+$335K	0.14%	118
2022 Q2	$9.82M	Buy	339,858 +88,014	+35%	+$2.81M	0.15%	107
2022 Q1	$8.44M	Buy	251,844 +241,607	+2,360%	+$8.15M	0.12%	126
2021 Q4	$336K	Sell	10,237 -487	-5%	-$16.2K	0.01%	925
2021 Q3	$354K	Buy	+10,724	New	+$354K	0.01%	850

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Avantax Advisory Services's DFIV Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 33% in Q2 2025, buying an estimated $550K and bringing the position to 54,980 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #720.

Avantax Advisory Services first reported a position in DFIV in Q3 2021 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2022. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

Avantax Advisory Services held 54,980 shares of Dimensional International Value ETF worth $2.35M as of Q2 2025.
Avantax Advisory Services bought 13,511 Dimensional International Value ETF shares in Q2 2025, an estimated $550K.
Dimensional International Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #720 holding.
Avantax Advisory Services first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 16 quarters since.
Avantax Advisory Services's Dimensional International Value ETF position peaked at $10.2M in Q4 2022.
690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.