CIAS
DFIV icon

CFS Investment Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

CFS Investment Advisory Services’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 		$19.8M Sell
360,811
-6,537
-2% -$359K 1.32% 16
2026
Q1 		$20.4M Sell
367,348
-60,256
-14% -$3.19M 1.41% 15
2025
Q4 		$21.3M Sell
427,604
-6,858
-2% -$326K 1.56% 11
2025
Q3 		$20.2M Sell
434,462
-24,470
-5% -$1.09M 1.5% 15
2025
Q2 		$19.7M Sell
458,932
-7,104
-2% -$289K 1.61% 11
2025
Q1 		$18.3M Sell
466,036
-17,137
-4% -$654K 1.63% 11
2024
Q4 		$17.1M Buy
483,173
+488
+0.1% +$17.9K 1.54% 16
2024
Q3 		$18.4M Buy
482,685
+1,931
+0.4% +$71.4K 1.54% 16
2024
Q2 		$17.3M Buy
480,754
+2,390
+0.5% +$88K 1.4% 17
2024
Q1 		$17.6M Sell
478,364
-7,440
-2% -$258K 2.96% 8
2023
Q4 		$16.7M Buy
485,804
+26,389
+6% +$861K 3.01% 6
2023
Q3 		$15M Buy
459,415
+43,048
+10% +$1.43M 2.39% 10
2023
Q2 		$13.7M Buy
416,367
+8,265
+2% +$271K 1.75% 16
2023
Q1 		$13.2M Buy
408,102
+31,334
+8% +$1.01M 2.39% 11
2022
Q4 		$11.5M Buy
376,768
+353,212
+1,499% +$10.3M 2.6% 7
2022
Q3 		$607K Buy
+23,556
New +$673K 0.16% 67

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

CFS Investment Advisory Services's DFIV Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Dimensional International Value ETF (DFIV) stake by 1.8% in Q2 2026, selling an estimated $359K and leaving 360,811 shares worth $19.8M. The position accounts for 1.32% of the portfolio, ranked #16.

CFS Investment Advisory Services first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $21.3M in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • CFS Investment Advisory Services held 360,811 shares of Dimensional International Value ETF worth $19.8M as of Q2 2026.
  • CFS Investment Advisory Services sold 6,537 Dimensional International Value ETF shares in Q2 2026, an estimated $359K.
  • Dimensional International Value ETF made up 1.32% of CFS Investment Advisory Services's portfolio in Q2 2026, its #16 holding.
  • CFS Investment Advisory Services first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • CFS Investment Advisory Services's Dimensional International Value ETF position peaked at $21.3M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.