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

Beacon Pointe 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 		$106M Buy
1,965,098
+561,806
+40% +$30.9M 0.49% 41
2026
Q1 		$74.1M Buy
1,403,292
+118,046
+9% +$6.26M 0.39% 58
2025
Q4 		$64.1M Buy
1,285,246
+539,131
+72% +$25.6M 0.45% 48
2025
Q3 		$34.4M Buy
746,115
+98,779
+15% +$4.42M 0.29% 72
2025
Q2 		$27.7M Buy
647,336
+5,776
+0.9% +$235K 0.29% 72
2025
Q1 		$25.3M Sell
641,560
-84,836
-12% -$3.24M 0.28% 82
2024
Q4 		$25.8M Sell
726,396
-12,918
-2% -$474K 0.29% 75
2024
Q3 		$28.2M Buy
739,314
+13,025
+2% +$482K 0.32% 68
2024
Q2 		$26.1M Buy
726,289
+29,559
+4% +$1.09M 0.31% 68
2024
Q1 		$25.6M Buy
696,730
+31,463
+5% +$1.09M 0.28% 79
2023
Q4 		$22.9M Buy
665,267
+50,658
+8% +$1.65M 0.27% 85
2023
Q3 		$20M Buy
614,609
+111,172
+22% +$3.7M 0.25% 97
2023
Q2 		$16.5M Buy
503,437
+72,652
+17% +$2.39M 0.27% 89
2023
Q1 		$13.9M Buy
430,785
+150,968
+54% +$4.87M 0.24% 100
2022
Q4 		$8.51M Buy
279,817
+61,646
+28% +$1.79M 0.17% 133
2022
Q3 		$5.63M Buy
218,171
+110,913
+103% +$3.17M 0.13% 159
2022
Q2 		$3.1M Buy
107,258
+34,819
+48% +$1.11M 0.07% 249
2022
Q1 		$2.42M Buy
+72,439
New +$2.44M 0.03% 409

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 Pointe Advisors's DFIV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional International Value ETF (DFIV) stake by 40% in Q2 2026, buying an estimated $30.9M and bringing the position to 1,965,098 shares worth $106M. The position accounts for 0.49% of the portfolio, ranked #41.

Beacon Pointe Advisors first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Beacon Pointe Advisors held 1,965,098 shares of Dimensional International Value ETF worth $106M as of Q2 2026.
  • Beacon Pointe Advisors bought 561,806 Dimensional International Value ETF shares in Q2 2026, an estimated $30.9M.
  • Dimensional International Value ETF made up 0.49% of Beacon Pointe Advisors's portfolio in Q2 2026, its #41 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.