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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
Q2 		– Sell
-227,168
Closed -$12M – 157
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 $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

Evoke Wealth's DFIV Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 227,168 shares — an estimated $12M sold.

Evoke Wealth first reported a position in DFIV in Q2 2022 and held it in 14 quarters. The position peaked at $12M in Q1 2026. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 227,168 Dimensional International Value ETF shares in Q2 2026, an estimated $12M.
  • Evoke Wealth first reported a position in Dimensional International Value ETF in Q2 2022 and held it in 14 quarters.
  • Evoke Wealth's Dimensional International Value ETF position peaked at $12M in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.