IAG
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Investmark Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

Investmark Advisory 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 		$4.6M Buy
85,097
+1,607
+2% +$88.3K 1.75% 13
2026
Q1 		$4.41M Sell
83,490
-772
-0.9% -$40.9K 1.89% 13
2025
Q4 		$4.2M Sell
84,262
-140
-0.2% -$6.65K 1.79% 13
2025
Q3 		$3.89M Sell
84,402
-3,624
-4% -$162K 1.69% 16
2025
Q2 		$3.77M Sell
88,026
-2,891
-3% -$118K 1.77% 16
2025
Q1 		$3.58M Sell
90,917
-5,716
-6% -$218K 1.77% 17
2024
Q4 		$3.43M Buy
96,633
+3,417
+4% +$125K 1.68% 16
2024
Q3 		$3.55M Buy
93,216
+5,258
+6% +$195K 1.72% 17
2024
Q2 		$3.16M Buy
87,958
+9,583
+12% +$353K 1.69% 16
2024
Q1 		$2.88M Sell
78,375
-4,890
-6% -$169K 1.58% 17
2023
Q4 		$2.86M Buy
83,265
+6,875
+9% +$224K 1.68% 17
2023
Q3 		$2.49M Buy
76,390
+626
+0.8% +$20.9K 1.69% 17
2023
Q2 		$2.49M Buy
75,764
+4,971
+7% +$163K 1.66% 19
2023
Q1 		$2.28M Buy
70,793
+11,045
+18% +$356K 1.68% 20
2022
Q4 		$1.82M Buy
59,748
+9,181
+18% +$266K 1.35% 21
2022
Q3 		$1.3M Buy
50,567
+9,577
+23% +$274K 1.17% 27
2022
Q2 		$1.18M Buy
40,990
+6,315
+18% +$201K 1.17% 22
2022
Q1 		$1.16M Buy
34,675
+17,492
+102% +$590K 1.2% 20
2021
Q4 		$563K Buy
+17,183
New +$570K 0.53% 32

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

Investmark Advisory Group's DFIV Position: Q2 2026 in Review

Investmark Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 1.9% in Q2 2026, buying an estimated $88.3K and bringing the position to 85,097 shares worth $4.6M. The position accounts for 1.75% of the portfolio, ranked #13.

Investmark Advisory Group first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Investmark Advisory Group held 85,097 shares of Dimensional International Value ETF worth $4.6M as of Q2 2026.
  • Investmark Advisory Group bought 1,607 Dimensional International Value ETF shares in Q2 2026, an estimated $88.3K.
  • Dimensional International Value ETF made up 1.75% of Investmark Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Investmark Advisory Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.