EWA
DFIV icon

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

EverSource 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 		$6.15M Sell
113,778
-4,052
-3% -$223K 0.21% 101
2026
Q1 		$6.22M Sell
117,830
-196
-0.2% -$10.4K 0.19% 97
2025
Q4 		$5.89M Sell
118,026
-1,776
-1% -$84.4K 0.22% 92
2025
Q3 		$5.53M Buy
119,802
+1,754
+1% +$78.5K 0.22% 94
2025
Q2 		$5.06M Buy
118,048
+14,485
+14% +$590K 0.23% 97
2025
Q1 		$4.08M Sell
103,563
-20
-0% -$763 0.22% 96
2024
Q4 		$3.68M Sell
103,583
-1,630
-2% -$59.8K 0.21% 98
2024
Q3 		$4.01M Buy
105,213
+615
+0.6% +$22.8K 0.25% 83
2024
Q2 		$3.9M Sell
104,598
-924
-0.9% -$34K 0.26% 83
2024
Q1 		$3.82M Sell
105,522
-499
-0.5% -$17.3K 0.3% 76
2023
Q4 		$3.64M Buy
106,021
+1,165
+1% +$38K 0.33% 74
2023
Q3 		$3.42M Sell
104,856
-39
-0% -$1.3K 0.36% 73
2023
Q2 		$3.45M Buy
104,895
+24
+0% +$788 0.38% 70
2023
Q1 		$3.38M Sell
104,871
-186
-0.2% -$6K 0.42% 62
2022
Q4 		$3.19M Buy
105,057
+24
+0% +$697 0.48% 54
2022
Q3 		$2.71M Buy
105,033
+7,348
+8% +$210K 0.62% 34
2022
Q2 		$2.82M Buy
97,685
+302
+0.3% +$9.63K 0.73% 28
2022
Q1 		$3.26M Buy
97,383
+4,543
+5% +$153K 0.83% 26
2021
Q4 		$3.05M Buy
+92,840
New +$3.08M 0.85% 24

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

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

EverSource Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 3.4% in Q2 2026, selling an estimated $223K and leaving 113,778 shares worth $6.15M. The position accounts for 0.21% of the portfolio, ranked #101.

EverSource Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.22M in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • EverSource Wealth Advisors held 113,778 shares of Dimensional International Value ETF worth $6.15M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,052 Dimensional International Value ETF shares in Q2 2026, an estimated $223K.
  • Dimensional International Value ETF made up 0.21% of EverSource Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • EverSource Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Dimensional International Value ETF position peaked at $6.22M in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.