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

Capital Performance 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
Q2 		$62.8M Buy
1,163,317
+152,731
+15% +$8.39M 4.05% 6
2026
Q1 		$53.3M Buy
1,010,586
+346,617
+52% +$18.4M 3.57% 6
2025
Q4 		$33.1M Buy
663,969
+120,002
+22% +$5.7M 2.35% 13
2025
Q3 		$25.1M Sell
543,967
-19,782
-4% -$885K 4.13% 6
2025
Q2 		$24.1M Sell
563,749
-2,143
-0.4% -$87.3K 4.73% 4
2025
Q1 		$22.3M Buy
565,892
+1,991
+0.4% +$76K 4.89% 5
2024
Q4 		$20M Buy
563,901
+8,766
+2% +$321K 6.4% 4
2024
Q3 		$21.1M Sell
555,135
-12,094
-2% -$447K 6.43% 4
2024
Q2 		$20.4M Buy
567,229
+8,993
+2% +$331K 7.74% 4
2024
Q1 		$20.5M Sell
558,236
-477
-0.1% -$16.5K 7.84% 4
2023
Q4 		$19.2M Buy
558,713
+3,584
+0.6% +$117K 8.3% 4
2023
Q3 		$18.1M Buy
555,129
+4,863
+0.9% +$162K 9.22% 3
2023
Q2 		$18.1M Buy
550,266
+13,605
+3% +$447K 8.92% 3
2023
Q1 		$17.3M Sell
536,661
-9,516
-2% -$307K 9.3% 3
2022
Q4 		$16.6M Buy
546,177
+9,966
+2% +$289K 9.53% 4
2022
Q3 		$13.8M Sell
536,211
-8,336
-2% -$238K 8.91% 4
2022
Q2 		$15.7M Sell
544,547
-1,392
-0.3% -$44.4K 9.67% 4
2022
Q1 		$18.3M Buy
545,939
+7,149
+1% +$241K 10.43% 3
2021
Q4 		$18.1M Buy
+538,790
New +$17.9M 10.97% 3

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 Performance Advisors's DFIV Position: Q2 2026 in Review

Capital Performance Advisors increased its Dimensional International Value ETF (DFIV) stake by 15% in Q2 2026, buying an estimated $8.39M and bringing the position to 1,163,317 shares worth $62.8M. The position accounts for 4.05% of the portfolio, ranked #6.

Capital Performance Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Capital Performance Advisors held 1,163,317 shares of Dimensional International Value ETF worth $62.8M as of Q2 2026.
  • Capital Performance Advisors bought 152,731 Dimensional International Value ETF shares in Q2 2026, an estimated $8.39M.
  • Dimensional International Value ETF made up 4.05% of Capital Performance Advisors's portfolio in Q2 2026, its #6 holding.
  • Capital Performance Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.