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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
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 $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 Performance Advisors's DFIV Position: Q1 2026 in Review

Capital Performance Advisors increased its Dimensional International Value ETF (DFIV) stake by 52% in Q1 2026, buying an estimated $18.4M and bringing the position to 1,010,586 shares worth $53.3M. The position accounts for 3.57% of the portfolio, ranked #6.

Capital Performance 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 Performance Advisors held 1,010,586 shares of Dimensional International Value ETF worth $53.3M as of Q1 2026.
  • Capital Performance Advisors bought 346,617 Dimensional International Value ETF shares in Q1 2026, an estimated $18.4M.
  • Dimensional International Value ETF made up 3.57% of Capital Performance Advisors's portfolio in Q1 2026, its #6 holding.
  • Capital Performance 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 Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.