Delap Wealth Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Delap Wealth Advisory’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 Q1	$3.53M	Hold	66,885	–	–	1.33%	19
2025 Q4	$3.34M	Hold	66,885	–	–	1.29%	20
2025 Q3	$3.1M	Sell	66,885 -3,604	-5%	-$161K	1.3%	20
2025 Q2	$3.02M	Sell	70,489 -756	-1%	-$30.8K	1.45%	18
2025 Q1	$2.8M	Sell	71,245 -149	-0.2%	-$5.69K	1.56%	16
2024 Q4	$2.53M	Hold	71,394	–	–	1.51%	20
2024 Q3	$2.72M	Sell	71,394 -75,968	-52%	-$2.81M	1.72%	18
2024 Q2	$5.3M	Buy	147,362 +71,325	+94%	+$2.63M	2.44%	11
2024 Q1	$2.79M	Sell	76,037 -9,400	-11%	-$326K	1.13%	19
2023 Q4	$2.94M	Sell	85,437 -107,010	-56%	-$3.49M	1.33%	18
2023 Q3	$6.28M	Sell	192,447 -1,996	-1%	-$66.5K	6.07%	5
2023 Q2	$6.39M	Buy	194,443 +81,075	+72%	+$2.66M	6.26%	4
2023 Q1	$3.65M	Buy	113,368 +8,055	+8%	+$260K	3.75%	8
2022 Q4	$3.2M	Buy	+105,313	New	+$3.06M	3.35%	8

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Delap Wealth Advisory's DFIV Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 66,885 shares worth $3.53M. The position accounts for 1.33% of the portfolio, ranked #19.

Delap Wealth Advisory first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.39M in Q2 2023. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Delap Wealth Advisory held 66,885 shares of Dimensional International Value ETF worth $3.53M as of Q1 2026.
Delap Wealth Advisory left its Dimensional International Value ETF share count unchanged in Q1 2026.
Dimensional International Value ETF made up 1.33% of Delap Wealth Advisory's portfolio in Q1 2026, its #19 holding.
Delap Wealth Advisory first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
Delap Wealth Advisory's Dimensional International Value ETF position peaked at $6.39M in Q2 2023.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.