CAL
DFIV icon

Capital Analysts LLC’s Dimensional International Value ETF DFIV Stock Holding History

Capital Analysts LLC’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
Q1 		$19.3M Buy
364,862
+6,323
+2% +$335K 0.51% 42
2025
Q4 		$17.9M Buy
358,539
+13,918
+4% +$661K 0.5% 42
2025
Q3 		$15.9M Buy
344,621
+60,810
+21% +$2.72M 0.46% 48
2025
Q2 		$12.2M Buy
283,811
+117,308
+70% +$4.78M 0.41% 57
2025
Q1 		$6.55M Buy
166,503
+111,576
+203% +$4.26M 0.24% 82
2024
Q4 		$1.95M Buy
54,927
+52,139
+1,870% +$1.91M 0.08% 180
2024
Q3 		$106K Sell
2,788
-35,616
-93% -$1.32M ﹤0.01% 577
2024
Q2 		$1.38M Buy
38,404
+6,774
+21% +$249K 0.06% 212
2024
Q1 		$1.16M Sell
31,630
-165
-0.5% -$5.72K 0.05% 224
2023
Q4 		$1.09M Buy
31,795
+655
+2% +$21.4K 0.06% 221
2023
Q3 		$1.02M Buy
+31,140
New +$1.04M 0.06% 219

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return