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Barnes Pettey Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Barnes Pettey Financial Advisors’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 		$10.1M Buy
187,707
+63,926
+52% +$3.51M 3.18% 5
2026
Q1 		$6.53M Buy
123,781
+21,260
+21% +$1.13M 2.85% 5
2025
Q4 		$5.12M Buy
102,521
+1,220
+1% +$58K 2.53% 6
2025
Q3 		$4.67M Sell
101,301
-34
-0% -$1.52K 2.56% 7
2025
Q2 		$4.34M Sell
101,335
-257
-0.3% -$10.5K 2.9% 7
2025
Q1 		$4M Buy
101,592
+4,939
+5% +$188K 3.11% 6
2024
Q4 		$3.43M Sell
96,653
-511
-0.5% -$18.7K 2.62% 9
2024
Q3 		$3.7M Buy
97,164
+2,009
+2% +$74.3K 2.95% 6
2024
Q2 		$3.42M Buy
95,155
+27,017
+40% +$995K 2.94% 6
2024
Q1 		$2.5M Sell
68,138
-18,872
-22% -$654K 2.16% 12
2023
Q4 		$2.99M Buy
87,010
+414
+0.5% +$13.5K 2.43% 11
2023
Q3 		$2.82M Buy
86,596
+5,490
+7% +$183K 2.59% 9
2023
Q2 		$2.66M Buy
81,106
+8,916
+12% +$293K 2.3% 12
2023
Q1 		$2.33M Buy
72,190
+15,316
+27% +$494K 2.22% 10
2022
Q4 		$1.73M Buy
56,874
+44,093
+345% +$1.28M 1.78% 16
2022
Q3 		$329K Buy
+12,781
New +$365K 0.45% 60

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

Barnes Pettey Financial Advisors's DFIV Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 52% in Q2 2026, buying an estimated $3.51M and bringing the position to 187,707 shares worth $10.1M. The position accounts for 3.18% of the portfolio, ranked #5.

Barnes Pettey Financial Advisors first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Barnes Pettey Financial Advisors held 187,707 shares of Dimensional International Value ETF worth $10.1M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 63,926 Dimensional International Value ETF shares in Q2 2026, an estimated $3.51M.
  • Dimensional International Value ETF made up 3.18% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Barnes Pettey Financial Advisors first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.