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CWS Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

CWS Financial 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 		$258K Sell
4,768
-300
-6% -$16.5K 0.06% 150
2026
Q1 		$267K Sell
5,068
-583
-10% -$30.9K 0.07% 129
2025
Q4 		$282K Buy
+5,651
New +$269K 0.08% 123

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

CWS Financial Advisors's DFIV Position: Q2 2026 in Review

CWS Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 5.9% in Q2 2026, selling an estimated $16.5K and leaving 4,768 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #150.

CWS Financial Advisors first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $282K in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • CWS Financial Advisors held 4,768 shares of Dimensional International Value ETF worth $258K as of Q2 2026.
  • CWS Financial Advisors sold 300 Dimensional International Value ETF shares in Q2 2026, an estimated $16.5K.
  • Dimensional International Value ETF made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • CWS Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • CWS Financial Advisors's Dimensional International Value ETF position peaked at $282K in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.