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Caprock Group’s Dimensional International Value ETF DFIV Stock Holding History

Caprock Group’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 		$319K Buy
5,899
+1,597
+37% +$87.8K 0.01% 1011
2026
Q1 		$227K Sell
4,302
-192
-4% -$10.2K 0.01% 1013
2025
Q4 		$224K Buy
+4,494
New +$214K ﹤0.01% 1081

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

Caprock Group's DFIV Position: Q2 2026 in Review

Caprock Group increased its Dimensional International Value ETF (DFIV) stake by 37% in Q2 2026, buying an estimated $87.8K and bringing the position to 5,899 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #1011.

Caprock Group first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Caprock Group held 5,899 shares of Dimensional International Value ETF worth $319K as of Q2 2026.
  • Caprock Group bought 1,597 Dimensional International Value ETF shares in Q2 2026, an estimated $87.8K.
  • Dimensional International Value ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1011 holding.
  • Caprock Group first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.