CAIM
DFIV icon

Catherine Avery Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Catherine Avery Investment 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 		$23.6K Buy
+436
New +$24K 0.01% 88

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

Catherine Avery Investment Management's DFIV Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 436 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings.

892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Catherine Avery Investment Management held 436 shares of Dimensional International Value ETF worth $23.6K as of Q2 2026.
  • Dimensional International Value ETF was a new Catherine Avery Investment Management position in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #88 holding.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.