Coastal Bridge Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Coastal Bridge 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	$793K	Buy	14,680 +437	+3%	+$24K	0.05%	255
2026 Q1	$752K	Buy	14,243 +2,000	+16%	+$106K	0.05%	251
2025 Q4	$611K	Buy	12,243 +2,889	+31%	+$137K	0.05%	287
2025 Q3	$431K	Buy	9,354 +4,476	+92%	+$200K	0.03%	319
2025 Q2	$209K	Buy	+4,878	New	+$199K	0.02%	411

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastal Bridge Advisors's DFIV Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Dimensional International Value ETF (DFIV) stake by 3.1% in Q2 2026, buying an estimated $24K and bringing the position to 14,680 shares worth $793K. The position accounts for 0.05% of the portfolio, ranked #255.

Coastal Bridge Advisors first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Coastal Bridge Advisors held 14,680 shares of Dimensional International Value ETF worth $793K as of Q2 2026.
Coastal Bridge Advisors bought 437 Dimensional International Value ETF shares in Q2 2026, an estimated $24K.
Dimensional International Value ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #255 holding.
Coastal Bridge Advisors first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.