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Guardian Wealth Advisors (North Carolina)’s Dimensional International Value ETF DFIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,054
Closed -$55.6K – 412
2026
Q1 		$55.6K Buy
+1,054
New +$55.9K ﹤0.01% 434
2025
Q3 		– Sell
-1,074
Closed -$46K – 380
2025
Q2 		$46K Hold
1,074
– – ﹤0.01% 405
2025
Q1 		$42.3K Hold
1,074
– – ﹤0.01% 389
2024
Q4 		$38.1K Sell
1,074
-212
-16% -$7.77K ﹤0.01% 381
2024
Q3 		$49K Hold
1,286
– – 0.01% 310
2024
Q2 		$46.2K Buy
1,286
+111
+9% +$4.09K 0.01% 303
2024
Q1 		$43.2K Sell
1,175
-41
-3% -$1.42K 0.01% 327
2023
Q4 		$41.8K Buy
+1,216
New +$39.7K 0.01% 318

Other funds holding DFIV

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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 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DFIV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 1,054 shares — an estimated $55.6K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DFIV in Q4 2023 and held it in 8 quarters. The position peaked at $55.6K in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,054 Dimensional International Value ETF shares in Q2 2026, an estimated $55.6K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 8 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Dimensional International Value ETF position peaked at $55.6K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.