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Cassaday & Co Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Cassaday & Co Wealth Management’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 		$79.4K Hold
1,469
– – ﹤0.01% 534
2026
Q1 		$77.5K Buy
+1,469
New +$77.8K ﹤0.01% 517

Other funds holding DFIV

Northwestern Mutual Wealth Management
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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

Cassaday & Co Wealth Management's DFIV Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 1,469 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Cassaday & Co Wealth Management first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,469 shares of Dimensional International Value ETF worth $79.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Cassaday & Co Wealth Management first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.