Aviance Capital Partners
DFIV icon

Aviance Capital Partners’s Dimensional International Value ETF DFIV Stock Holding History

Aviance Capital Partners’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
Q3 		$4.69M Buy
83,894
+4,078
+5% +$233K 0.48% 47
2026
Q2 		$4.31M Buy
79,816
+1,693
+2% +$93K 0.45% 51
2026
Q1 		$4.12M Buy
78,123
+5,449
+7% +$289K 0.48% 49
2025
Q4 		$3.63M Sell
72,674
-350
-0.5% -$16.6K 0.42% 54
2025
Q3 		$3.37M Buy
73,024
+1,470
+2% +$65.8K 0.4% 55
2025
Q2 		$3.06M Buy
71,554
+9,382
+15% +$382K 0.4% 58
2025
Q1 		$2.45M Buy
62,172
+3,348
+6% +$128K 0.34% 74
2024
Q4 		$2.09M Buy
58,824
+1,210
+2% +$44.4K 0.29% 80
2024
Q3 		$2.19M Buy
57,614
+6,084
+12% +$225K 0.29% 84
2024
Q2 		$1.85M Sell
51,530
-2,397
-4% -$88.3K 0.26% 92
2024
Q1 		$1.98M Buy
53,927
+1,883
+4% +$65.3K 0.29% 86
2023
Q4 		$1.79M Buy
52,044
+1,023
+2% +$33.4K 0.38% 61
2023
Q3 		$1.66M Sell
51,021
-63
-0.1% -$2.1K 0.37% 65
2023
Q2 		$1.68M Buy
51,084
+1
+0% +$33 0.36% 76
2023
Q1 		$1.65M Buy
51,083
+600
+1% +$19.4K 0.37% 68
2022
Q4 		$1.53M Buy
50,483
+264
+0.5% +$7.66K 0.36% 74
2022
Q3 		$1.29M Buy
+50,219
New +$1.44M 0.32% 93

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Aviance Capital Partners's DFIV Position: Q3 2026 in Review

Aviance Capital Partners increased its Dimensional International Value ETF (DFIV) stake by 5.1% in Q3 2026, buying an estimated $233K and bringing the position to 83,894 shares worth $4.69M. The position accounts for 0.48% of the portfolio, ranked #47.

Aviance Capital Partners first reported a position in DFIV in Q3 2022 and has held it in 17 quarters since. 840 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Aviance Capital Partners held 83,894 shares of Dimensional International Value ETF worth $4.69M as of Q3 2026.
  • Aviance Capital Partners bought 4,078 Dimensional International Value ETF shares in Q3 2026, an estimated $233K.
  • Dimensional International Value ETF made up 0.48% of Aviance Capital Partners's portfolio in Q3 2026, its #47 holding.
  • Aviance Capital Partners first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 17 quarters since.
  • 840 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Aviance Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.