Causey Wealth LLC’s Dimensional International Value ETF DFIV Stock Holding History

Causey Wealth LLC’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	$7.41M	Buy	137,253 +1,857	+1%	+$102K	2.9%	13
2026 Q1	$7.15M	Buy	135,396 +9,944	+8%	+$527K	3.03%	12
2025 Q4	$6.26M	Buy	125,452 +6,061	+5%	+$288K	2.84%	13
2025 Q3	$5.51M	Buy	119,391 +4,254	+4%	+$190K	2.69%	14
2025 Q2	$4.93M	Buy	115,137 +6,883	+6%	+$280K	2.54%	15
2025 Q1	$4.26M	Sell	108,254 -2,176	-2%	-$83K	2.38%	19
2024 Q4	$3.92M	Buy	+110,430	New	+$4.05M	2.28%	18

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Causey Wealth LLC's DFIV Position: Q2 2026 in Review

Causey Wealth LLC increased its Dimensional International Value ETF (DFIV) stake by 1.4% in Q2 2026, buying an estimated $102K and bringing the position to 137,253 shares worth $7.41M. The position accounts for 2.9% of the portfolio, ranked #13.

Causey Wealth LLC first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 889 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Causey Wealth LLC held 137,253 shares of Dimensional International Value ETF worth $7.41M as of Q2 2026.
Causey Wealth LLC bought 1,857 Dimensional International Value ETF shares in Q2 2026, an estimated $102K.
Dimensional International Value ETF made up 2.9% of Causey Wealth LLC's portfolio in Q2 2026, its #13 holding.
Causey Wealth LLC first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
889 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.