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Cape Investment Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Cape Investment Advisory’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 		$68.4K Buy
+1,266
New +$69.6K 0.02% 413
2026
Q1 		– Sell
-150
Closed -$7.49K – 436
2025
Q4 		$7.49K Hold
150
– – ﹤0.01% 808
2025
Q3 		$6.92K Hold
150
– – 0.01% 464
2025
Q2 		$6.42K Buy
+150
New +$6.11K ﹤0.01% 709

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

Cape Investment Advisory's DFIV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 1,266 shares worth $68.4K. The stake represents 0.02% of the portfolio and ranks #413 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DFIV as recently as Q4 2025.

Cape Investment Advisory first reported a position in DFIV in Q2 2025 and has held it in 4 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cape Investment Advisory held 1,266 shares of Dimensional International Value ETF worth $68.4K as of Q2 2026.
  • Dimensional International Value ETF was a new Cape Investment Advisory position in Q2 2026.
  • Dimensional International Value ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #413 holding.
  • Cape Investment Advisory first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.