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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investment Advisory Group's DFIV Position: Q1 2026 in Review

Investment Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 7.4% in Q1 2026, buying an estimated $163K and bringing the position to 44,758 shares worth $2.36M. The position accounts for 0.6% of the portfolio, ranked #43.

Investment Advisory Group first reported a position in DFIV in Q2 2023 and has held it in 12 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Investment Advisory Group held 44,758 shares of Dimensional International Value ETF worth $2.36M as of Q1 2026.
Investment Advisory Group bought 3,084 Dimensional International Value ETF shares in Q1 2026, an estimated $163K.
Dimensional International Value ETF made up 0.6% of Investment Advisory Group's portfolio in Q1 2026, its #43 holding.
Investment Advisory Group first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 12 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.