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

Clearstead 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 		$191K Sell
3,543
-1,437
-29% -$79K ﹤0.01% 1079
2026
Q1 		$263K Buy
4,980
+2,437
+96% +$129K ﹤0.01% 910
2025
Q4 		$127K Hold
2,543
– – ﹤0.01% 1052
2025
Q3 		$117K Sell
2,543
-1,093
-30% -$48.9K ﹤0.01% 1005
2025
Q2 		$156K Hold
3,636
– – ﹤0.01% 947
2025
Q1 		$143K Sell
3,636
-5,350
-60% -$204K ﹤0.01% 903
2024
Q4 		$319K Hold
8,986
– – ﹤0.01% 702
2024
Q3 		$342K Hold
8,986
– – 0.01% 674
2024
Q2 		$323K Hold
8,986
– – 0.01% 650
2024
Q1 		$337K Sell
8,986
-2,931
-25% -$102K 0.02% 383
2023
Q4 		$409K Buy
+11,917
New +$389K 0.02% 344

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

Clearstead Advisors's DFIV Position: Q2 2026 in Review

Clearstead Advisors reduced its Dimensional International Value ETF (DFIV) stake by 29% in Q2 2026, selling an estimated $79K and leaving 3,543 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Clearstead Advisors first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q4 2023. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Clearstead Advisors held 3,543 shares of Dimensional International Value ETF worth $191K as of Q2 2026.
  • Clearstead Advisors sold 1,437 Dimensional International Value ETF shares in Q2 2026, an estimated $79K.
  • Dimensional International Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1079 holding.
  • Clearstead Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Dimensional International Value ETF position peaked at $409K in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.