AWM
DFIV icon

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

Axxcess 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 		$13.4M Buy
+247,434
New +$13.6M 0.21% 101
2026
Q1 		– Sell
-206,028
Closed -$10.3M – 534
2025
Q4 		$10.3M Buy
206,028
+162,505
+373% +$7.72M 0.18% 114
2025
Q3 		$2.01M Buy
43,523
+1,551
+4% +$69.4K 0.04% 313
2025
Q2 		$1.8M Sell
41,972
-551
-1% -$22.4K 0.04% 308
2025
Q1 		$1.67M Buy
+42,523
New +$1.62M 0.04% 291
2023
Q2 		– Sell
-7,394
Closed -$238K – 618
2023
Q1 		$238K Buy
+7,394
New +$239K 0.02% 544

Other funds holding DFIV

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 247,434 shares worth $13.4M. The stake represents 0.21% of the portfolio and ranks #101 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DFIV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DFIV in Q1 2023 and has held it in 6 quarters since. 579 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Axxcess Wealth Management held 247,434 shares of Dimensional International Value ETF worth $13.4M as of Q2 2026.
  • Dimensional International Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional International Value ETF made up 0.21% of Axxcess Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Axxcess Wealth Management first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 6 quarters since.
  • 579 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.