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

Investment 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 		$2.7M Buy
49,974
+5,216
+12% +$287K 0.59% 40
2026
Q1 		$2.36M Buy
44,758
+3,084
+7% +$163K 0.6% 43
2025
Q4 		$2.08M Buy
41,674
+6,400
+18% +$304K 0.54% 46
2025
Q3 		$1.63M Buy
35,274
+4,105
+13% +$184K 0.44% 54
2025
Q2 		$1.33M Buy
31,169
+5,020
+19% +$204K 0.4% 57
2025
Q1 		$1.03M Buy
26,149
+2,561
+11% +$97.7K 0.34% 62
2024
Q4 		$837K Buy
23,588
+8,424
+56% +$309K 0.28% 72
2024
Q3 		$577K Buy
15,164
+389
+3% +$14.4K 0.2% 88
2024
Q2 		$531K Buy
14,775
+68
+0.5% +$2.5K 0.21% 85
2024
Q1 		$540K Buy
14,707
+1,885
+15% +$65.3K 0.22% 80
2023
Q4 		$441K Buy
12,822
+4,819
+60% +$157K 0.2% 86
2023
Q3 		$261K Buy
8,003
+1,844
+30% +$61.4K 0.14% 106
2023
Q2 		$202K Buy
+6,159
New +$202K 0.1% 138

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

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

Investment Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 12% in Q2 2026, buying an estimated $287K and bringing the position to 49,974 shares worth $2.7M. The position accounts for 0.59% of the portfolio, ranked #40.

Investment Advisory Group first reported a position in DFIV in Q2 2023 and has held it in 13 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Investment Advisory Group held 49,974 shares of Dimensional International Value ETF worth $2.7M as of Q2 2026.
  • Investment Advisory Group bought 5,216 Dimensional International Value ETF shares in Q2 2026, an estimated $287K.
  • Dimensional International Value ETF made up 0.59% of Investment Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Investment Advisory Group first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.