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Capital Advisors Ltd’s Dimensional International Value ETF DFIV Stock Holding History

Capital Advisors Ltd’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 		$77K Hold
1,423
– – 0.01% 444
2026
Q1 		$75K Hold
1,423
– – 0.01% 433
2025
Q4 		$71K Hold
1,423
– – 0.01% 428
2025
Q3 		$66K Hold
1,423
– – 0.01% 430
2025
Q2 		$61K Hold
1,423
– – 0.01% 433
2025
Q1 		$56K Hold
1,423
– – 0.01% 434
2024
Q4 		$50K Hold
1,423
– – 0.01% 452
2024
Q3 		$54K Hold
1,423
– – 0.01% 438
2024
Q2 		$51K Hold
1,423
– – 0.01% 440
2024
Q1 		$52K Hold
1,423
– – 0.01% 432
2023
Q4 		$49K Hold
1,423
– – 0.01% 424
2023
Q3 		$46K Hold
1,423
– – 0.01% 426
2023
Q2 		$47K Hold
1,423
– – 0.01% 434
2023
Q1 		$46K Hold
1,423
– – 0.01% 376
2022
Q4 		$43K Hold
1,423
– – 0.01% 386
2022
Q3 		$37K Hold
1,423
– – 0.01% 389
2022
Q2 		$41K Hold
1,423
– – 0.01% 371
2022
Q1 		$48K Hold
1,423
– – 0.01% 372
2021
Q4 		$47K Hold
1,423
– – 0.01% 363
2021
Q3 		$47K Buy
+1,423
New +$47K 0.01% 326

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

Capital Advisors Ltd's DFIV Position: Q2 2026 in Review

Capital Advisors Ltd held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 1,423 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #444.

Capital Advisors Ltd first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Capital Advisors Ltd held 1,423 shares of Dimensional International Value ETF worth $77K as of Q2 2026.
  • Capital Advisors Ltd left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #444 holding.
  • Capital Advisors Ltd first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.