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Claris Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Claris Advisors’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 		$19.3M Sell
356,869
-1,383
-0.4% -$76K 5.03% 6
2026
Q1 		$18.9M Sell
358,252
-10,245
-3% -$543K 5.66% 6
2025
Q4 		$18.4M Sell
368,497
-7,864
-2% -$374K 5.6% 6
2025
Q3 		$16.1M Hold
376,361
– – 5.6% 5
2025
Q2 		$16.1M Buy
376,361
+1,529
+0.4% +$62.3K 5.61% 5
2025
Q1 		$14.8M Buy
374,832
+26,044
+7% +$994K 5.5% 6
2024
Q4 		$12.4M Buy
348,788
+13,464
+4% +$494K 4.65% 6
2024
Q3 		$12.8M Buy
335,324
+6,821
+2% +$252K 5.54% 6
2024
Q2 		$11.8M Sell
328,503
-6,924
-2% -$255K 6.08% 6
2024
Q1 		$12.3M Buy
335,427
+2,269
+0.7% +$78.6K 6.22% 6
2023
Q4 		$11.4M Sell
333,158
-11,656
-3% -$380K 6.34% 6
2023
Q3 		$11.2M Buy
344,814
+2,991
+0.9% +$99.7K 7.18% 5
2023
Q2 		$11.2M Buy
341,823
+5,574
+2% +$183K 7.78% 4
2023
Q1 		$10.8M Sell
336,249
-6,228
-2% -$201K 8.04% 4
2022
Q4 		$10.4M Buy
342,477
+5,269
+2% +$153K 9.88% 3
2022
Q3 		$8.69M Buy
337,208
+10,421
+3% +$298K 9.98% 4
2022
Q2 		$9.44M Buy
326,787
+6,567
+2% +$209K 10.22% 3
2022
Q1 		$10.7M Buy
320,220
+2,191
+0.7% +$73.9K 11.43% 3
2021
Q4 		$10.4M Buy
+318,029
New +$10.6M 11.05% 3

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

Claris Advisors's DFIV Position: Q2 2026 in Review

Claris Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.39% in Q2 2026, selling an estimated $76K and leaving 356,869 shares worth $19.3M. The position accounts for 5.03% of the portfolio, ranked #6.

Claris Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Claris Advisors held 356,869 shares of Dimensional International Value ETF worth $19.3M as of Q2 2026.
  • Claris Advisors sold 1,383 Dimensional International Value ETF shares in Q2 2026, an estimated $76K.
  • Dimensional International Value ETF made up 5.03% of Claris Advisors's portfolio in Q2 2026, its #6 holding.
  • Claris Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.