Envestnet Portfolio Solutions
DFIV icon

Envestnet Portfolio Solutions’s Dimensional International Value ETF DFIV Stock Holding History

Envestnet Portfolio Solutions’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 		$4.96M Sell
93,912
-10,060
-10% -$533K 0.03% 296
2025
Q4 		$5.19M Sell
103,972
-891
-0.8% -$42.3K 0.02% 355
2025
Q3 		$4.84M Buy
104,863
+3,870
+4% +$173K 0.02% 358
2025
Q2 		$4.33M Sell
100,993
-2,431
-2% -$99K 0.02% 395
2025
Q1 		$4.07M Sell
103,424
-620
-0.6% -$23.7K 0.02% 413
2024
Q4 		$3.69M Sell
104,044
-2,339
-2% -$85.8K 0.01% 475
2024
Q3 		$4.05M Buy
106,383
+544
+0.5% +$20.1K 0.01% 444
2024
Q2 		$3.8M Sell
105,839
-831
-0.8% -$30.6K 0.01% 441
2024
Q1 		$3.92M Sell
106,670
-9,115
-8% -$316K 0.01% 442
2023
Q4 		$3.98M Sell
115,785
-9,487
-8% -$310K 0.02% 395
2023
Q3 		$4.09M Buy
+125,272
New +$4.17M 0.02% 362

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PNC Financial Services Group
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
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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