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Beacon Harbor Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Beacon Harbor Wealth 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 		$5.3M Buy
92,617
+3,186
+4% +$175K 1.03% 41
2026
Q1 		$4.72M Sell
89,431
-31
-0% -$1.64K 0.99% 46
2025
Q4 		$4.46M Buy
89,462
+1,769
+2% +$84.1K 0.99% 42
2025
Q3 		$4.04M Buy
87,693
+111
+0.1% +$4.97K 0.94% 45
2025
Q2 		$3.75M Sell
87,582
-9,648
-10% -$393K 0.94% 45
2025
Q1 		$3.83M Sell
97,230
-357
-0.4% -$13.6K 0.89% 46
2024
Q4 		$3.46M Buy
97,587
+5,846
+6% +$214K 0.81% 45
2024
Q3 		$3.49M Buy
91,741
+2,156
+2% +$79.8K 0.83% 46
2024
Q2 		$3.22M Buy
89,585
+2,000
+2% +$73.6K 0.84% 46
2024
Q1 		$3.22M Buy
87,585
+1,984
+2% +$68.8K 0.85% 45
2023
Q4 		$2.94M Buy
85,601
+2,463
+3% +$80.4K 0.86% 43
2023
Q3 		$2.71M Buy
83,138
+215
+0.3% +$7.16K 0.9% 45
2023
Q2 		$2.72M Sell
82,923
-2,089
-2% -$68.6K 0.89% 44
2023
Q1 		$2.74M Buy
+85,012
New +$2.74M 0.96% 45

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

Beacon Harbor Wealth Advisors's DFIV Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 3.6% in Q2 2026, buying an estimated $175K and bringing the position to 92,617 shares worth $5.3M. The position accounts for 1.03% of the portfolio, ranked #41.

Beacon Harbor Wealth Advisors first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 92,617 shares of Dimensional International Value ETF worth $5.3M as of Q2 2026.
  • Beacon Harbor Wealth Advisors bought 3,186 Dimensional International Value ETF shares in Q2 2026, an estimated $175K.
  • Dimensional International Value ETF made up 1.03% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.