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Baker Boyer National Bank’s Dimensional International Value ETF DFIV Stock Holding History

Baker Boyer National Bank’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 		$10.9M Sell
202,584
-3,898
-2% -$214K 3.01% 6
2026
Q1 		$10.9M Sell
206,482
-4,840
-2% -$256K 3.27% 6
2025
Q4 		$10.5M Sell
211,322
-1,400
-0.7% -$66.5K 3.18% 6
2025
Q3 		$9.81M Sell
212,722
-3,716
-2% -$166K 3.26% 6
2025
Q2 		$9.27M Sell
216,438
-4,285
-2% -$175K 3.2% 6
2025
Q1 		$8.69M Sell
220,723
-2,494
-1% -$95.2K 3.2% 6
2024
Q4 		$7.92M Sell
223,217
-12,680
-5% -$465K 2.74% 6
2024
Q3 		$8.98M Sell
235,897
-4,188
-2% -$155K 3.01% 6
2024
Q2 		$8.63M Sell
240,085
-1,637
-0.7% -$60.3K 3.01% 6
2024
Q1 		$8.88M Sell
241,722
-5,743
-2% -$199K 3.06% 6
2023
Q4 		$8.5M Sell
247,465
-17,086
-6% -$558K 3.12% 6
2023
Q3 		$8.63M Sell
264,551
-5,566
-2% -$185K 3.51% 6
2023
Q2 		$8.87M Sell
270,117
-1,952
-0.7% -$64.1K 3.28% 7
2023
Q1 		$8.77M Sell
272,069
-5,294
-2% -$171K 3.38% 7
2022
Q4 		$8.43M Sell
277,363
-4,384
-2% -$127K 3.54% 7
2022
Q3 		$7.25M Sell
281,747
-15,569
-5% -$445K 3.22% 7
2022
Q2 		$8.59M Buy
297,316
+176
+0.1% +$5.61K 4.35% 5
2022
Q1 		$9.95M Buy
297,140
+1,430
+0.5% +$48.3K 4.79% 4
2021
Q4 		$9.7M Buy
+295,710
New +$9.82M 4.46% 4

Other funds holding DFIV

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Baker Boyer National Bank's DFIV Position: Q2 2026 in Review

Baker Boyer National Bank reduced its Dimensional International Value ETF (DFIV) stake by 1.9% in Q2 2026, selling an estimated $214K and leaving 202,584 shares worth $10.9M. The position accounts for 3.01% of the portfolio, ranked #6.

Baker Boyer National Bank first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Baker Boyer National Bank held 202,584 shares of Dimensional International Value ETF worth $10.9M as of Q2 2026.
  • Baker Boyer National Bank sold 3,898 Dimensional International Value ETF shares in Q2 2026, an estimated $214K.
  • Dimensional International Value ETF made up 3.01% of Baker Boyer National Bank's portfolio in Q2 2026, its #6 holding.
  • Baker Boyer National Bank first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.