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

Avior 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 		$6.48M Buy
119,975
+1,769
+1% +$97.2K 0.17% 117
2026
Q1 		$6.24M Buy
118,206
+1,437
+1% +$76.2K 0.18% 114
2025
Q4 		$5.83M Sell
116,769
-2,995
-3% -$142K 0.18% 102
2025
Q3 		$5.52M Buy
119,764
+21,278
+22% +$952K 0.18% 105
2025
Q2 		$4.22M Buy
98,486
+3,570
+4% +$145K 0.15% 116
2025
Q1 		$3.74M Buy
94,916
+635
+0.7% +$24.2K 0.14% 122
2024
Q4 		$3.35M Buy
94,281
+4,313
+5% +$158K 0.12% 132
2024
Q3 		$3.43M Buy
89,968
+2,616
+3% +$96.8K 0.14% 121
2024
Q2 		$3.14M Buy
87,352
+3,972
+5% +$146K 0.14% 132
2024
Q1 		$3.06M Buy
83,380
+1,692
+2% +$58.6K 0.14% 128
2023
Q4 		$2.81M Buy
81,688
+6,106
+8% +$199K 0.17% 112
2023
Q3 		$2.47M Buy
75,582
+10,196
+16% +$340K 0.17% 110
2023
Q2 		$2.15M Buy
65,386
+1,954
+3% +$64.2K 0.14% 118
2023
Q1 		$2.04M Buy
63,432
+660
+1% +$21.3K 0.14% 120
2022
Q4 		$1.91M Buy
62,772
+4,151
+7% +$120K 0.14% 120
2022
Q3 		$1.51M Buy
58,621
+2,583
+5% +$73.8K 0.12% 127
2022
Q2 		$1.62M Buy
56,038
+2,037
+4% +$64.9K 0.16% 110
2022
Q1 		$1.81M Buy
54,001
+95
+0.2% +$3.21K 0.16% 111
2021
Q4 		$1.77M Sell
53,906
-931
-2% -$30.9K 0.15% 115
2021
Q3 		$1.79M Buy
+54,837
New +$1.81M 0.15% 118

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Avior Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1.5% in Q2 2026, buying an estimated $97.2K and bringing the position to 119,975 shares worth $6.48M. The position accounts for 0.17% of the portfolio, ranked #117.

Avior Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Avior Wealth Management held 119,975 shares of Dimensional International Value ETF worth $6.48M as of Q2 2026.
  • Avior Wealth Management bought 1,769 Dimensional International Value ETF shares in Q2 2026, an estimated $97.2K.
  • Dimensional International Value ETF made up 0.17% of Avior Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Avior Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.