CMP
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Coston McIsaac & Partners’s Dimensional International Value ETF DFIV Stock Holding History

Coston McIsaac & Partners’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 		$1.21M Buy
22,439
+4,352
+24% +$239K 0.24% 66
2026
Q1 		$954K Buy
18,087
+792
+5% +$42K 0.22% 65
2025
Q4 		$862K Buy
17,295
+11,431
+195% +$543K 0.2% 71
2025
Q3 		$270K Buy
5,864
+125
+2% +$5.59K 0.06% 122
2025
Q2 		$245K Buy
5,739
+2,422
+73% +$98.6K 0.06% 123
2025
Q1 		$130K Buy
3,317
+966
+41% +$36.9K 0.04% 156
2024
Q4 		$83K Buy
2,351
+23
+1% +$843 0.02% 212
2024
Q3 		$88K Buy
2,328
+14
+0.6% +$518 0.02% 204
2024
Q2 		$83K Buy
2,314
+45
+2% +$1.66K 0.03% 198
2024
Q1 		$83K Buy
2,269
+6
+0.3% +$208 0.03% 199
2023
Q4 		$77K Buy
2,263
+22
+1% +$718 0.03% 204
2023
Q3 		$73K Buy
2,241
+19
+0.9% +$633 0.03% 200
2023
Q2 		$73K Buy
2,222
+40
+2% +$1.31K 0.03% 210
2023
Q1 		$70K Buy
2,182
+10
+0.5% +$323 0.03% 215
2022
Q4 		$66K Buy
2,172
+17
+0.8% +$493 0.03% 230
2022
Q3 		$55K Buy
2,155
+11
+0.5% +$314 0.03% 204
2022
Q2 		$62K Buy
+2,144
New +$68.4K 0.04% 121

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

Coston McIsaac & Partners's DFIV Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional International Value ETF (DFIV) stake by 24% in Q2 2026, buying an estimated $239K and bringing the position to 22,439 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #66.

Coston McIsaac & Partners first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Coston McIsaac & Partners held 22,439 shares of Dimensional International Value ETF worth $1.21M as of Q2 2026.
  • Coston McIsaac & Partners bought 4,352 Dimensional International Value ETF shares in Q2 2026, an estimated $239K.
  • Dimensional International Value ETF made up 0.24% of Coston McIsaac & Partners's portfolio in Q2 2026, its #66 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.