Intrua Financial’s Dimensional International Value ETF DFIV Stock Holding History

Intrua Financial’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	$309K	Sell	5,720 -70	-1%	-$3.85K	0.03%	385
2026 Q1	$306K	Sell	5,790 -5	-0.1%	-$265	0.03%	363
2025 Q4	$289K	Sell	5,795 -150	-3%	-$7.13K	0.03%	372
2025 Q3	$274K	Hold	5,945	–	–	0.03%	374
2025 Q2	$255K	Hold	5,945	–	–	0.03%	317
2025 Q1	$234K	Hold	5,945	–	–	0.03%	332
2024 Q4	$211K	Hold	5,945	–	–	0.03%	341
2024 Q3	$226K	Sell	5,945 -100	-2%	-$3.7K	0.03%	346
2024 Q2	$217K	Hold	6,045	–	–	0.03%	366
2024 Q1	$222K	Hold	6,045	–	–	0.03%	378
2023 Q4	$208K	Buy	+6,045	New	+$197K	0.03%	382
2023 Q3	–	Sell	-6,098	Closed	-$200K	–	355
2023 Q2	$200K	Hold	6,098	–	–	0.03%	353
2023 Q1	$200K	Buy	+6,098	New	+$197K	0.04%	326
2022 Q2	–	Sell	-6,368	Closed	-$213K	–	363
2022 Q1	$213K	Hold	6,368	–	–	0.04%	351
2021 Q4	$209K	Hold	6,368	–	–	0.04%	365
2021 Q3	$216K	Buy	+6,368	New	+$210K	0.04%	342

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

Intrua Financial's DFIV Position: Q2 2026 in Review

Intrua Financial reduced its Dimensional International Value ETF (DFIV) stake by 1.2% in Q2 2026, selling an estimated $3.85K and leaving 5,720 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #385.

Intrua Financial first reported a position in DFIV in Q3 2021 and has held it in 16 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Intrua Financial held 5,720 shares of Dimensional International Value ETF worth $309K as of Q2 2026.
Intrua Financial sold 70 Dimensional International Value ETF shares in Q2 2026, an estimated $3.85K.
Dimensional International Value ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #385 holding.
Intrua Financial first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 16 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.