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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

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. 898 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.
898 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.