EWA
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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
Q2 		$1.01M Sell
18,680
-2,111
-10% -$116K 0.31% 45
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
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

Encompass Wealth Advisors's DFIV Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 10% in Q2 2026, selling an estimated $116K and leaving 18,680 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #45.

Encompass Wealth Advisors first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Encompass Wealth Advisors held 18,680 shares of Dimensional International Value ETF worth $1.01M as of Q2 2026.
  • Encompass Wealth Advisors sold 2,111 Dimensional International Value ETF shares in Q2 2026, an estimated $116K.
  • Dimensional International Value ETF made up 0.31% of Encompass Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Encompass Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Encompass Wealth Advisors's Dimensional International Value ETF position peaked at $1.15M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.