Encompass Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Encompass Wealth 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 Q1	$1.1M	Sell	20,791 -2,300	-10%	-$122K	0.38%	41
2025 Q4	$1.15M	Hold	23,091	–	–	0.39%	40
2025 Q3	$1.06M	Sell	23,091 -40	-0.2%	-$1.79K	0.36%	42
2025 Q2	$991K	Sell	23,131 -420	-2%	-$17.1K	0.36%	42
2025 Q1	$927K	Sell	23,551 -431	-2%	-$16.4K	0.38%	41
2024 Q4	$851K	Buy	23,982 +759	+3%	+$27.8K	0.34%	44
2024 Q3	$884K	Sell	23,223 -105	-0.5%	-$3.88K	0.22%	93
2024 Q2	$838K	Buy	23,328 +439	+2%	+$16.2K	0.22%	90
2024 Q1	$841K	Buy	22,889 +360	+2%	+$12.5K	0.22%	92
2023 Q4	$774K	Buy	22,529 +1,144	+5%	+$37.3K	0.23%	85
2023 Q3	$698K	Buy	+21,385	New	+$713K	0.23%	83

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

Encompass Wealth Advisors's DFIV Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 10% in Q1 2026, selling an estimated $122K and leaving 20,791 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #41.

Encompass Wealth Advisors first reported a position in DFIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Encompass Wealth Advisors held 20,791 shares of Dimensional International Value ETF worth $1.1M as of Q1 2026.
Encompass Wealth Advisors sold 2,300 Dimensional International Value ETF shares in Q1 2026, an estimated $122K.
Dimensional International Value ETF made up 0.38% of Encompass Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Encompass Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 11 quarters since.
Encompass Wealth Advisors's Dimensional International Value ETF position peaked at $1.15M in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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