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Capital A Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-9
Closed -$354 – 542
2025
Q1 		$354 Sell
9
-65
-88% -$2.48K ﹤0.01% 654
2024
Q4 		$2.62K Buy
+74
New +$2.71K ﹤0.01% 450

Other funds holding DFIV

Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Capital A Wealth Management's DFIV Position: Q2 2025 in Review

Capital A Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 9 shares — an estimated $354 sold.

Capital A Wealth Management first reported a position in DFIV in Q4 2024 and held it in 2 quarters. The position peaked at $2.62K in Q4 2024. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Capital A Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 9 Dimensional International Value ETF shares in Q2 2025, an estimated $354.
  • Capital A Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Dimensional International Value ETF position peaked at $2.62K in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.