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Capstone Wealth Management (Alabama)’s Dimensional International Value ETF DFIV Stock Holding History

Capstone Wealth Management (Alabama)’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 		$14.1M Sell
261,831
-2,751
-1% -$151K 6.56% 4
2026
Q1 		$14M Sell
264,582
-2,025
-0.8% -$107K 9.74% 4
2025
Q4 		$13.3M Sell
266,607
-158
-0.1% -$7.51K 9.71% 4
2025
Q3 		$12.3M Buy
266,765
+4,344
+2% +$194K 9.47% 4
2025
Q2 		$11.2M Sell
262,421
-2,241
-0.8% -$91.3K 9.85% 4
2025
Q1 		$10.4M Sell
264,662
-2,106
-0.8% -$80.4K 10.38% 4
2024
Q4 		$9.46M Buy
+266,768
New +$9.78M 9.25% 4

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

Capstone Wealth Management (Alabama)'s DFIV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) reduced its Dimensional International Value ETF (DFIV) stake by 1% in Q2 2026, selling an estimated $151K and leaving 261,831 shares worth $14.1M. The position accounts for 6.56% of the portfolio, ranked #4.

Capstone Wealth Management (Alabama) first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 261,831 shares of Dimensional International Value ETF worth $14.1M as of Q2 2026.
  • Capstone Wealth Management (Alabama) sold 2,751 Dimensional International Value ETF shares in Q2 2026, an estimated $151K.
  • Dimensional International Value ETF made up 6.56% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #4 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.