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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
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 $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Claris Advisors's DFIV Position: Q1 2026 in Review

Claris Advisors reduced its Dimensional International Value ETF (DFIV) stake by 2.8% in Q1 2026, selling an estimated $543K and leaving 358,252 shares worth $18.9M. The position accounts for 5.66% of the portfolio, ranked #6.

Claris Advisors first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Claris Advisors held 358,252 shares of Dimensional International Value ETF worth $18.9M as of Q1 2026.
  • Claris Advisors sold 10,245 Dimensional International Value ETF shares in Q1 2026, an estimated $543K.
  • Dimensional International Value ETF made up 5.66% of Claris Advisors's portfolio in Q1 2026, its #6 holding.
  • Claris Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.