EWA
DFIV icon

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

Elevate 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 		$12.9M Buy
243,563
+14,651
+6% +$776K 8.11% 2
2025
Q4 		$11.4M Buy
228,912
+12,036
+6% +$572K 7.81% 4
2025
Q3 		$10M Sell
216,876
-6,556
-3% -$293K 7.27% 4
2025
Q2 		$9.57M Sell
223,432
-24,622
-10% -$1M 6.81% 4
2025
Q1 		$9.76M Sell
248,054
-23
-0% -$878 6.92% 4
2024
Q4 		$8.68M Buy
248,077
+15,551
+7% +$570K 6.51% 4
2024
Q3 		$8.85M Buy
232,526
+4,217
+2% +$156K 6.57% 4
2024
Q2 		$8.21M Buy
228,309
+20,938
+10% +$771K 6.66% 4
2024
Q1 		$7.62M Buy
207,371
+30,902
+18% +$1.07M 6.63% 4
2023
Q4 		$6.06M Buy
+176,469
New +$5.76M 5.56% 4

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return