BH
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Burk Holdings’s Dimensional International Value ETF DFIV Stock Holding History

Burk Holdings’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 		$5.02M Buy
92,852
+669
+0.7% +$36.8K 1.85% 18
2026
Q1 		$4.87M Sell
92,183
-538
-0.6% -$28.5K 2.09% 17
2025
Q4 		$4.63M Sell
92,721
-1,968
-2% -$93.5K 2.21% 17
2025
Q3 		$4.37M Buy
94,689
+2,019
+2% +$90.3K 2.33% 16
2025
Q2 		$3.97M Buy
92,670
+1,504
+2% +$61.3K 2.49% 15
2025
Q1 		$3.59M Buy
91,166
+16,186
+22% +$618K 2.71% 14
2024
Q4 		$2.66M Buy
+74,980
New +$2.75M 2.15% 16

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

Burk Holdings's DFIV Position: Q2 2026 in Review

Burk Holdings increased its Dimensional International Value ETF (DFIV) stake by 0.73% in Q2 2026, buying an estimated $36.8K and bringing the position to 92,852 shares worth $5.02M. The position accounts for 1.85% of the portfolio, ranked #18.

Burk Holdings first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Burk Holdings held 92,852 shares of Dimensional International Value ETF worth $5.02M as of Q2 2026.
  • Burk Holdings bought 669 Dimensional International Value ETF shares in Q2 2026, an estimated $36.8K.
  • Dimensional International Value ETF made up 1.85% of Burk Holdings's portfolio in Q2 2026, its #18 holding.
  • Burk Holdings first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.