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Continuum Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Continuum Wealth 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
2025
Q2 		– Sell
-5,228
Closed -$206K – 63
2025
Q1 		$206K Buy
+5,228
New +$199K 0.11% 53

Other funds holding DFIV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Continuum Wealth Advisors's DFIV Position: Q2 2025 in Review

Continuum Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 5,228 shares — an estimated $206K sold.

Continuum Wealth Advisors first reported a position in DFIV in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Continuum Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Wealth Advisors sold 5,228 Dimensional International Value ETF shares in Q2 2025, an estimated $206K.
  • Continuum Wealth Advisors first reported a position in Dimensional International Value ETF in Q1 2025 and held it in 1 quarter.
  • Continuum Wealth Advisors's Dimensional International Value ETF position peaked at $206K in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Continuum Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.