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

Capital Investment Advisors’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	$572K	Buy	10,835 +1,636	+18%	+$86.7K	0.01%	458
2025 Q4	$459K	Buy	9,199 +983	+12%	+$46.7K	0.01%	495
2025 Q3	$379K	Hold	8,216	–	–	0.01%	526
2025 Q2	$352K	Hold	8,216	–	–	0.01%	523
2025 Q1	$323K	Hold	8,216	–	–	0.01%	529
2024 Q4	$292K	Hold	8,216	–	–	0.01%	527
2024 Q3	$313K	Hold	8,216	–	–	0.01%	497
2024 Q2	$295K	Hold	8,216	–	–	0.01%	491
2024 Q1	$302K	Hold	8,216	–	–	0.01%	481
2023 Q4	$282K	Hold	8,216	–	–	0.01%	481
2023 Q3	$268K	Hold	8,216	–	–	0.01%	480
2023 Q2	$270K	Hold	8,216	–	–	0.01%	450
2023 Q1	$265K	Hold	8,216	–	–	0.01%	461
2022 Q4	$250K	Hold	8,216	–	–	0.01%	483
2022 Q3	$212K	Hold	8,216	–	–	0.01%	486
2022 Q2	$237K	Hold	8,216	–	–	0.01%	486
2022 Q1	$275K	Hold	8,216	–	–	0.01%	475
2021 Q4	$270K	Buy	+8,216	New	+$273K	0.01%	494

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisors's DFIV Position: Q1 2026 in Review

Capital Investment Advisors increased its Dimensional International Value ETF (DFIV) stake by 18% in Q1 2026, buying an estimated $86.7K and bringing the position to 10,835 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #458.

Capital Investment Advisors first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Capital Investment Advisors held 10,835 shares of Dimensional International Value ETF worth $572K as of Q1 2026.
Capital Investment Advisors bought 1,636 Dimensional International Value ETF shares in Q1 2026, an estimated $86.7K.
Dimensional International Value ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #458 holding.
Capital Investment Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.