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Curio Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Curio Wealth’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 		$1.04M Buy
19,201
+149
+0.8% +$8.19K 0.32% 36
2026
Q1 		$1.01M Buy
19,052
+2,068
+12% +$110K 0.34% 34
2025
Q4 		$850K Buy
16,984
+29
+0.2% +$1.38K 0.3% 36
2025
Q3 		$782K Sell
16,955
-28
-0.2% -$1.25K 0.32% 36
2025
Q2 		$727K Buy
16,983
+16,974
+188,600% +$691K 0.32% 39
2025
Q1 		$594K Sell
9
-16,721
-100% -$638K 0.31% 45
2024
Q4 		$594K Buy
+16,730
New +$614K 0.32% 43

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

Curio Wealth's DFIV Position: Q2 2026 in Review

Curio Wealth increased its Dimensional International Value ETF (DFIV) stake by 0.78% in Q2 2026, buying an estimated $8.19K and bringing the position to 19,201 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #36.

Curio Wealth first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Curio Wealth held 19,201 shares of Dimensional International Value ETF worth $1.04M as of Q2 2026.
  • Curio Wealth bought 149 Dimensional International Value ETF shares in Q2 2026, an estimated $8.19K.
  • Dimensional International Value ETF made up 0.32% of Curio Wealth's portfolio in Q2 2026, its #36 holding.
  • Curio Wealth first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.