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Evergreen Capital Management’s Dimensional International Value ETF DFIV Stock Holding History

Evergreen Capital Management’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 		$695K Buy
12,871
+14
+0.1% +$769 0.01% 709
2026
Q1 		$679K Buy
12,857
+302
+2% +$16K 0.01% 625
2025
Q4 		$626K Buy
12,555
+538
+4% +$25.6K 0.01% 616
2025
Q3 		$554K Buy
12,017
+74
+0.6% +$3.31K 0.01% 613
2025
Q2 		$512K Buy
11,943
+200
+2% +$8.15K 0.02% 548
2025
Q1 		$462K Buy
11,743
+200
+2% +$7.63K 0.02% 543
2024
Q4 		$410K Buy
11,543
+739
+7% +$27.1K 0.01% 580
2024
Q3 		$411K Buy
10,804
+40
+0.4% +$1.48K 0.01% 582
2024
Q2 		$387K Hold
10,764
– – 0.01% 554
2024
Q1 		$396K Hold
10,764
– – 0.02% 521
2023
Q4 		$370K Buy
10,764
+290
+3% +$9.46K 0.02% 514
2023
Q3 		$342K Buy
10,474
+315
+3% +$10.5K 0.02% 511
2023
Q2 		$334K Hold
10,159
– – 0.01% 520
2023
Q1 		$327K Buy
10,159
+200
+2% +$6.46K 0.01% 483
2022
Q4 		$303K Buy
+9,959
New +$289K 0.01% 482
2022
Q3 		– Sell
-11,035
Closed -$319K – 621
2022
Q2 		$319K Buy
+11,035
New +$352K 0.02% 410

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

Evergreen Capital Management's DFIV Position: Q2 2026 in Review

Evergreen Capital Management increased its Dimensional International Value ETF (DFIV) stake by 0.11% in Q2 2026, buying an estimated $769 and bringing the position to 12,871 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #709.

Evergreen Capital Management first reported a position in DFIV in Q2 2022 and has held it in 16 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Evergreen Capital Management held 12,871 shares of Dimensional International Value ETF worth $695K as of Q2 2026.
  • Evergreen Capital Management bought 14 Dimensional International Value ETF shares in Q2 2026, an estimated $769.
  • Dimensional International Value ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #709 holding.
  • Evergreen Capital Management first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.