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Cary Street Partners Investment Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Cary Street Partners Investment Advisory’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 		$74.5K Buy
1,379
+239
+21% +$13.1K 0.02% 542
2026
Q1 		$60.2K Buy
1,140
+448
+65% +$23.7K 0.02% 518
2025
Q4 		$34.5K Buy
692
+257
+59% +$12.2K 0.01% 549
2025
Q3 		$20.1K Hold
435
– – 0.01% 512
2025
Q2 		$18.6K Hold
435
– – 0.01% 489
2025
Q1 		$17.1K Buy
+435
New +$16.6K 0.01% 453
2023
Q4 		– Sell
-1,169
Closed -$38.1K – 895
2023
Q3 		$38.1K Hold
1,169
– – ﹤0.01% 936
2023
Q2 		$38.4K Buy
+1,169
New +$38.4K ﹤0.01% 881

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFIV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional International Value ETF (DFIV) stake by 21% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,379 shares worth $74.5K. The position accounts for 0.02% of the portfolio, ranked #542.

Cary Street Partners Investment Advisory first reported a position in DFIV in Q2 2023 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,379 shares of Dimensional International Value ETF worth $74.5K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 239 Dimensional International Value ETF shares in Q2 2026, an estimated $13.1K.
  • Dimensional International Value ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #542 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.