Fortis Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Fortis 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	$204K	Buy	+3,770	New	+$207K	0.1%	121
2025 Q1	–	Sell	-5,972	Closed	-$212K	–	112
2024 Q4	$212K	Buy	5,972 +58	+1%	+$2.13K	0.14%	101
2024 Q3	$225K	Buy	5,914 +37	+0.6%	+$1.37K	0.15%	99
2024 Q2	$211K	Buy	5,877 +114	+2%	+$4.2K	0.15%	92
2024 Q1	$212K	Buy	+5,763	New	+$200K	0.14%	93
2023 Q2	–	Sell	-5,543	Closed	-$179K	–	130
2023 Q1	$179K	Buy	5,543 +25	+0.5%	+$807	0.12%	88
2022 Q4	$168K	Buy	5,518 +52	+1%	+$1.51K	0.13%	87
2022 Q3	$141K	Buy	5,466 +29	+0.5%	+$829	0.1%	102
2022 Q2	$157K	Buy	5,437 +120	+2%	+$3.83K	0.1%	103
2022 Q1	$178K	Buy	5,317 +10	+0.2%	+$337	0.1%	108
2021 Q4	$174K	Buy	5,307 +95	+2%	+$3.15K	0.1%	103
2021 Q3	$171K	Buy	+5,212	New	+$172K	0.1%	99

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Fortis Advisors's DFIV Position: Q2 2026 in Review

Fortis Advisors opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 3,770 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings. This is a return to the name: Fortis Advisors previously reported a position in DFIV as recently as Q4 2024.

Fortis Advisors first reported a position in DFIV in Q3 2021 and has held it in 12 quarters since. The position peaked at $225K in Q3 2024. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Fortis Advisors held 3,770 shares of Dimensional International Value ETF worth $204K as of Q2 2026.
Dimensional International Value ETF was a new Fortis Advisors position in Q2 2026.
Dimensional International Value ETF made up 0.1% of Fortis Advisors's portfolio in Q2 2026, its #121 holding.
Fortis Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 12 quarters since.
Fortis Advisors's Dimensional International Value ETF position peaked at $225K in Q3 2024.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.