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Concurrent Investment Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Concurrent Investment 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 		$965K Buy
17,871
+517
+3% +$28.4K 0.01% 1025
2026
Q1 		$916K Buy
17,354
+5,948
+52% +$315K 0.01% 909
2025
Q4 		$569K Buy
11,406
+991
+10% +$47.1K 0.01% 1091
2025
Q3 		$480K Buy
10,415
+2,197
+27% +$98.3K 0.01% 932
2025
Q2 		$352K Buy
+8,218
New +$335K 0.01% 991

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Concurrent Investment Advisors's DFIV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional International Value ETF (DFIV) stake by 3% in Q2 2026, buying an estimated $28.4K and bringing the position to 17,871 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #1025.

Concurrent Investment Advisors first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Concurrent Investment Advisors held 17,871 shares of Dimensional International Value ETF worth $965K as of Q2 2026.
  • Concurrent Investment Advisors bought 517 Dimensional International Value ETF shares in Q2 2026, an estimated $28.4K.
  • Dimensional International Value ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1025 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 468 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.