CAC
DFIV icon

Certified Advisory Corp’s Dimensional International Value ETF DFIV Stock Holding History

Certified Advisory Corp’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 		$8.26M Sell
152,878
-505
-0.3% -$27.8K 0.67% 44
2026
Q1 		$8.1M Buy
153,383
+2,073
+1% +$110K 0.73% 43
2025
Q4 		$7.55M Buy
151,310
+6,045
+4% +$287K 0.69% 46
2025
Q3 		$6.7M Buy
145,265
+8,078
+6% +$361K 0.64% 49
2025
Q2 		$5.88M Buy
137,187
+12,007
+10% +$489K 0.61% 54
2025
Q1 		$4.93M Buy
125,180
+3,286
+3% +$125K 0.56% 53
2024
Q4 		$4.32M Buy
121,894
+6,480
+6% +$238K 0.47% 65
2024
Q3 		$4.39M Buy
115,414
+24,881
+27% +$920K 0.49% 64
2024
Q2 		$3.25M Buy
90,533
+53,986
+148% +$1.99M 0.41% 71
2024
Q1 		$1.34M Buy
36,547
+633
+2% +$21.9K 0.19% 113
2023
Q4 		$1.23M Buy
35,914
+513
+1% +$16.7K 0.19% 115
2023
Q3 		$1.15M Sell
35,401
-1,956
-5% -$65.2K 0.21% 103
2023
Q2 		$1.23M Buy
37,357
+2,310
+7% +$75.9K 0.23% 101
2023
Q1 		$1.13M Buy
35,047
+581
+2% +$18.8K 0.2% 112
2022
Q4 		$1.05M Buy
34,466
+391
+1% +$11.3K 0.21% 113
2022
Q3 		$878K Buy
34,075
+1,802
+6% +$51.5K 0.2% 116
2022
Q2 		$932K Buy
32,273
+2,457
+8% +$78.3K 0.21% 116
2022
Q1 		$998K Buy
+29,816
New +$1.01M 0.21% 111

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

Certified Advisory Corp's DFIV Position: Q2 2026 in Review

Certified Advisory Corp reduced its Dimensional International Value ETF (DFIV) stake by 0.33% in Q2 2026, selling an estimated $27.8K and leaving 152,878 shares worth $8.26M. The position accounts for 0.67% of the portfolio, ranked #44.

Certified Advisory Corp first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Certified Advisory Corp held 152,878 shares of Dimensional International Value ETF worth $8.26M as of Q2 2026.
  • Certified Advisory Corp sold 505 Dimensional International Value ETF shares in Q2 2026, an estimated $27.8K.
  • Dimensional International Value ETF made up 0.67% of Certified Advisory Corp's portfolio in Q2 2026, its #44 holding.
  • Certified Advisory Corp first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.