CVA Family Office’s Dimensional International Value ETF DFIV Stock Holding History

CVA Family Office’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	$5.18M	Buy	95,902 +4,907	+5%	+$270K	0.47%	44
2026 Q1	$4.8M	Buy	90,995 +3,245	+4%	+$172K	0.51%	42
2025 Q4	$4.38M	Buy	87,750 +10,270	+13%	+$488K	0.5%	43
2025 Q3	$3.57M	Hold	77,480	–	–	0.46%	48
2025 Q2	$3.32M	Hold	77,480	–	–	0.47%	46
2025 Q1	$3.05M	Sell	77,480 -782	-1%	-$29.8K	0.47%	46
2024 Q4	$2.78M	Buy	78,262 +32,500	+71%	+$1.19M	0.44%	51
2024 Q3	$1.74M	Sell	45,762 -5,816	-11%	-$215K	0.28%	58
2024 Q2	$1.85M	Sell	51,578 -1,849	-3%	-$68.1K	0.33%	55
2024 Q1	$1.96M	Sell	53,427 -9,010	-14%	-$312K	0.35%	49
2023 Q4	$2.15M	Sell	62,437 -3,247	-5%	-$106K	0.42%	44
2023 Q3	$2.14M	Buy	65,684 +3,982	+6%	+$133K	0.49%	42
2023 Q2	$2.03M	Sell	61,702 -2,708	-4%	-$88.9K	0.43%	45
2023 Q1	$2.08M	Hold	64,410	–	–	0.46%	43
2022 Q4	$1.96M	Sell	64,410 -2,915	-4%	-$84.6K	0.47%	40
2022 Q3	$1.73M	Sell	67,325 -196,205	-74%	-$5.61M	0.47%	50
2022 Q2	$7.61M	Buy	263,530 +176,955	+204%	+$5.64M	2.07%	8
2022 Q1	$2.9M	Buy	+86,575	New	+$2.92M	0.69%	35

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

CVA Family Office's DFIV Position: Q2 2026 in Review

CVA Family Office increased its Dimensional International Value ETF (DFIV) stake by 5.4% in Q2 2026, buying an estimated $270K and bringing the position to 95,902 shares worth $5.18M. The position accounts for 0.47% of the portfolio, ranked #44.

CVA Family Office first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.61M in Q2 2022. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

CVA Family Office held 95,902 shares of Dimensional International Value ETF worth $5.18M as of Q2 2026.
CVA Family Office bought 4,907 Dimensional International Value ETF shares in Q2 2026, an estimated $270K.
Dimensional International Value ETF made up 0.47% of CVA Family Office's portfolio in Q2 2026, its #44 holding.
CVA Family Office first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
CVA Family Office's Dimensional International Value ETF position peaked at $7.61M in Q2 2022.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.