HIG
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Heritage Investment Group’s Dimensional International Value ETF DFIV Stock Holding History

Heritage Investment Group’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 		$633K Buy
11,724
+7,630
+186% +$419K 0.09% 72
2026
Q1 		$216K Sell
4,094
-344
-8% -$18.2K 0.03% 119
2025
Q4 		$221K Sell
4,438
-1,129
-20% -$53.7K 0.03% 117
2025
Q3 		$257K Hold
5,567
– – 0.04% 100
2025
Q2 		$238K Hold
5,567
– – 0.04% 103
2025
Q1 		$219K Buy
+5,567
New +$212K 0.04% 103
2024
Q4 		– Sell
-5,620
Closed -$214K – 109
2024
Q3 		$214K Hold
5,620
– – 0.04% 97
2024
Q2 		$202K Sell
5,620
-416
-7% -$15.3K 0.04% 96
2024
Q1 		$222K Hold
6,036
– – 0.05% 98
2023
Q4 		$207K Buy
+6,036
New +$197K 0.05% 94
2022
Q2 		– Sell
-6,204
Closed -$208K – 83
2022
Q1 		$208K Hold
6,204
– – 0.15% 84
2021
Q4 		$204K Buy
+6,204
New +$206K 0.16% 74

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

Heritage Investment Group's DFIV Position: Q2 2026 in Review

Heritage Investment Group increased its Dimensional International Value ETF (DFIV) stake by 186% in Q2 2026, buying an estimated $419K and bringing the position to 11,724 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #72.

Heritage Investment Group first reported a position in DFIV in Q4 2021 and has held it in 12 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Heritage Investment Group held 11,724 shares of Dimensional International Value ETF worth $633K as of Q2 2026.
  • Heritage Investment Group bought 7,630 Dimensional International Value ETF shares in Q2 2026, an estimated $419K.
  • Dimensional International Value ETF made up 0.09% of Heritage Investment Group's portfolio in Q2 2026, its #72 holding.
  • Heritage Investment Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.