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

Capital Investment Advisory Services’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 		$923K Buy
17,489
+700
+4% +$37.1K 0.07% 271
2025
Q4 		$838K Hold
16,789
– – 0.06% 284
2025
Q3 		$774K Sell
16,789
-200
-1% -$8.95K 0.06% 283
2025
Q2 		$728K Buy
16,989
+1,900
+13% +$77.4K 0.06% 278
2025
Q1 		$594K Buy
15,089
+600
+4% +$22.9K 0.05% 285
2024
Q4 		$514K Buy
14,489
+462
+3% +$16.9K 0.05% 280
2024
Q3 		$534K Sell
14,027
-150
-1% -$5.55K 0.05% 284
2024
Q2 		$510K Buy
14,177
+400
+3% +$14.7K 0.05% 285
2024
Q1 		$506K Sell
13,777
-5,065
-27% -$176K 0.05% 293
2023
Q4 		$647K Sell
18,842
-391
-2% -$12.8K 0.06% 242
2023
Q3 		$627K Buy
19,233
+2,100
+12% +$70K 0.06% 241
2023
Q2 		$563K Sell
17,133
-65
-0.4% -$2.13K 0.06% 257
2023
Q1 		$554K Buy
17,198
+10,300
+149% +$332K 0.07% 247
2022
Q4 		$210K Hold
6,898
– – 0.02% 452
2022
Q3 		$178K Sell
6,898
-977
-12% -$27.9K 0.02% 446
2022
Q2 		$228K Sell
7,875
-575
-7% -$18.3K 0.03% 421
2022
Q1 		$283K Buy
8,450
+25
+0.3% +$844 0.03% 398
2021
Q4 		$277K Sell
8,425
-48
-0.6% -$1.59K 0.03% 397
2021
Q3 		$277K Buy
+8,473
New +$280K 0.04% 380

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

Capital Investment Advisory Services's DFIV Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 4.2% in Q1 2026, buying an estimated $37.1K and bringing the position to 17,489 shares worth $923K. The position accounts for 0.07% of the portfolio, ranked #271.

Capital Investment Advisory Services first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Capital Investment Advisory Services held 17,489 shares of Dimensional International Value ETF worth $923K as of Q1 2026.
  • Capital Investment Advisory Services bought 700 Dimensional International Value ETF shares in Q1 2026, an estimated $37.1K.
  • Dimensional International Value ETF made up 0.07% of Capital Investment Advisory Services's portfolio in Q1 2026, its #271 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.