AWE
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Avidian Wealth Enterprises’s Dimensional International Value ETF DFIV Stock Holding History

Avidian Wealth Enterprises’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 		$5.78M Buy
107,006
+8,660
+9% +$476K 0.16% 97
2026
Q1 		$5.19M Buy
98,346
+12,602
+15% +$668K 0.16% 90
2025
Q4 		$4.28M Buy
85,744
+7,410
+9% +$352K 0.16% 87
2025
Q3 		$3.61M Buy
78,334
+8,255
+12% +$369K 0.14% 95
2025
Q2 		$3M Sell
70,079
-3,274
-4% -$133K 0.12% 94
2025
Q1 		$2.89M Buy
73,353
+54,522
+290% +$2.08M 0.13% 97
2024
Q4 		$668K Buy
+18,831
New +$691K 0.03% 245

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

Avidian Wealth Enterprises's DFIV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dimensional International Value ETF (DFIV) stake by 8.8% in Q2 2026, buying an estimated $476K and bringing the position to 107,006 shares worth $5.78M. The position accounts for 0.16% of the portfolio, ranked #97.

Avidian Wealth Enterprises first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Avidian Wealth Enterprises held 107,006 shares of Dimensional International Value ETF worth $5.78M as of Q2 2026.
  • Avidian Wealth Enterprises bought 8,660 Dimensional International Value ETF shares in Q2 2026, an estimated $476K.
  • Dimensional International Value ETF made up 0.16% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #97 holding.
  • Avidian Wealth Enterprises first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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