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

Herold 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 		$4.82M Buy
89,364
+9,201
+11% +$506K 0.95% 25
2026
Q1 		$4.23M Buy
80,163
+9,937
+14% +$527K 0.93% 26
2025
Q4 		$3.5M Buy
70,226
+4,501
+7% +$214K 0.78% 33
2025
Q3 		$3.03M Buy
65,725
+7,963
+14% +$356K 0.7% 34
2025
Q2 		$2.47M Sell
57,762
-3,929
-6% -$160K 0.52% 55
2025
Q1 		$2.43M Buy
61,691
+10,830
+21% +$413K 0.53% 53
2024
Q4 		$1.8M Buy
50,861
+4,255
+9% +$156K 0.39% 70
2024
Q3 		$1.77M Buy
46,606
+1,740
+4% +$64.4K 0.39% 72
2024
Q2 		$1.61M Buy
44,866
+13,903
+45% +$512K 0.37% 72
2024
Q1 		$1.14M Buy
30,963
+21,837
+239% +$757K 0.28% 112
2023
Q4 		$314K Buy
+9,126
New +$298K 0.09% 199

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

Herold Advisors's DFIV Position: Q2 2026 in Review

Herold Advisors increased its Dimensional International Value ETF (DFIV) stake by 11% in Q2 2026, buying an estimated $506K and bringing the position to 89,364 shares worth $4.82M. The position accounts for 0.95% of the portfolio, ranked #25.

Herold Advisors first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Herold Advisors held 89,364 shares of Dimensional International Value ETF worth $4.82M as of Q2 2026.
  • Herold Advisors bought 9,201 Dimensional International Value ETF shares in Q2 2026, an estimated $506K.
  • Dimensional International Value ETF made up 0.95% of Herold Advisors's portfolio in Q2 2026, its #25 holding.
  • Herold Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.