CI
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CX Institutional’s Dimensional International Value ETF DFIV Stock Holding History

CX Institutional’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 		$49K Sell
903
-545
-38% -$30K ﹤0.01% 986
2026
Q1 		$76K Buy
1,448
+3
+0.2% +$159 ﹤0.01% 898
2025
Q4 		$72K Buy
1,445
+11
+0.8% +$523 ﹤0.01% 906
2025
Q3 		$66K Buy
+1,434
New +$64.2K ﹤0.01% 896

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

CX Institutional's DFIV Position: Q2 2026 in Review

CX Institutional reduced its Dimensional International Value ETF (DFIV) stake by 38% in Q2 2026, selling an estimated $30K and leaving 903 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

CX Institutional first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $76K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • CX Institutional held 903 shares of Dimensional International Value ETF worth $49K as of Q2 2026.
  • CX Institutional sold 545 Dimensional International Value ETF shares in Q2 2026, an estimated $30K.
  • Dimensional International Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #986 holding.
  • CX Institutional first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Dimensional International Value ETF position peaked at $76K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.