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Global Wealth Strategies & Associates’s Dimensional International Value ETF DFIV Stock Holding History

Global Wealth Strategies & Associates’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
-1
Closed -$38 – 181
2026
Q1 		$38 Sell
1
-192
-99% -$10.2K ﹤0.01% 533
2025
Q4 		$9.62K Hold
193
– – ﹤0.01% 318
2025
Q3 		$8.89K Buy
+193
New +$8.63K ﹤0.01% 300

Other funds holding DFIV

Northwestern Mutual Wealth Management
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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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Wealth Strategies & Associates's DFIV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 1 share — an estimated $38 sold.

Global Wealth Strategies & Associates first reported a position in DFIV in Q3 2025 and held it in 3 quarters. The position peaked at $9.62K in Q4 2025. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Dimensional International Value ETF share in Q2 2026, an estimated $38.
  • Global Wealth Strategies & Associates first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Dimensional International Value ETF position peaked at $9.62K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.