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Evoke Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Evoke Wealth’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 		$12M Buy
227,168
+58,991
+35% +$3.13M 0.22% 52
2025
Q4 		$8.39M Buy
168,177
+72,809
+76% +$3.46M 0.16% 65
2025
Q3 		$4.4M Sell
95,368
-151
-0.2% -$6.75K 0.09% 95
2025
Q2 		$4.09M Buy
95,519
+6,652
+7% +$271K 0.09% 92
2025
Q1 		$3.5M Buy
88,867
+75,672
+573% +$2.89M 0.09% 93
2024
Q4 		$468K Buy
13,195
+29
+0.2% +$1.06K 0.01% 272
2024
Q3 		$501K Buy
+13,166
New +$487K 0.01% 254
2024
Q2 		– Sell
-8,164
Closed -$300K – 175
2024
Q1 		$300K Buy
+8,164
New +$283K 0.01% 326
2023
Q4 		– Sell
-8,193
Closed -$267K – 158
2023
Q3 		$267K Sell
8,193
-987
-11% -$32.9K 0.01% 315
2023
Q2 		$302K Buy
9,180
+2,488
+37% +$81.7K 0.01% 287
2023
Q1 		$216K Sell
6,692
-3,749
-36% -$121K 0.01% 319
2022
Q4 		$317K Sell
10,441
-229
-2% -$6.65K 0.01% 274
2022
Q3 		$275K Sell
10,670
-265,413
-96% -$7.58M 0.01% 273
2022
Q2 		$7.98M Buy
+276,083
New +$8.8M 0.3% 43

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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

Evoke Wealth's DFIV Position: Q1 2026 in Review

Evoke Wealth increased its Dimensional International Value ETF (DFIV) stake by 35% in Q1 2026, buying an estimated $3.13M and bringing the position to 227,168 shares worth $12M. The position accounts for 0.22% of the portfolio, ranked #52.

Evoke Wealth first reported a position in DFIV in Q2 2022 and has held it in 14 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Evoke Wealth held 227,168 shares of Dimensional International Value ETF worth $12M as of Q1 2026.
  • Evoke Wealth bought 58,991 Dimensional International Value ETF shares in Q1 2026, an estimated $3.13M.
  • Dimensional International Value ETF made up 0.22% of Evoke Wealth's portfolio in Q1 2026, its #52 holding.
  • Evoke Wealth first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.