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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

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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. 898 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.
  • 898 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.