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Beta Wealth Group’s Dimensional International Value ETF DFIV Stock Holding History

Beta Wealth Group’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 		$522K Hold
9,657
– – 0.2% 85
2026
Q1 		$510K Buy
9,657
+2,056
+27% +$109K 0.21% 79
2025
Q4 		$379K Hold
7,601
– – 0.15% 94
2025
Q3 		$351K Buy
7,601
+1,274
+20% +$57K 0.14% 101
2025
Q2 		$271K Sell
6,327
-2,519
-28% -$103K 0.1% 93
2025
Q1 		$348K Sell
8,846
-779
-8% -$29.7K 0.13% 85
2024
Q4 		$341K Buy
9,625
+410
+4% +$15K 0.15% 88
2024
Q3 		$351K Buy
9,215
+49
+0.5% +$1.81K 0.16% 86
2024
Q2 		$329K Sell
9,166
-736
-7% -$27.1K 0.16% 83
2024
Q1 		$364K Sell
9,902
-2,828
-22% -$98K 0.18% 84
2023
Q4 		$437K Sell
12,730
-602
-5% -$19.6K 0.23% 70
2023
Q3 		$435K Buy
13,332
+11
+0.1% +$367 0.26% 69
2023
Q2 		$438K Sell
13,321
-1,406
-10% -$46.2K 0.25% 67
2023
Q1 		$475K Sell
14,727
-1,671
-10% -$53.9K 0.27% 58
2022
Q4 		$498K Sell
16,398
-1,481
-8% -$43K 0.33% 51
2022
Q3 		$461K Buy
+17,879
New +$511K 0.33% 47

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

Beta Wealth Group's DFIV Position: Q2 2026 in Review

Beta Wealth Group held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 9,657 shares worth $522K. The position accounts for 0.2% of the portfolio, ranked #85.

Beta Wealth Group 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.

  • Beta Wealth Group held 9,657 shares of Dimensional International Value ETF worth $522K as of Q2 2026.
  • Beta Wealth Group left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.2% of Beta Wealth Group's portfolio in Q2 2026, its #85 holding.
  • Beta Wealth Group 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 Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.