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

Investment Research & 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 		$121K Buy
2,234
+634
+40% +$34.8K 0.04% 95
2026
Q1 		$84.4K Buy
+1,600
New +$84.8K 0.03% 101
2023
Q3 		– Sell
-664
Closed -$21.8K – 221
2023
Q2 		$21.8K Buy
+664
New +$21.8K 0.01% 127

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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

Investment Research & Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 40% in Q2 2026, buying an estimated $34.8K and bringing the position to 2,234 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #95.

Investment Research & Advisory Group first reported a position in DFIV in Q2 2023 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Investment Research & Advisory Group held 2,234 shares of Dimensional International Value ETF worth $121K as of Q2 2026.
  • Investment Research & Advisory Group bought 634 Dimensional International Value ETF shares in Q2 2026, an estimated $34.8K.
  • Dimensional International Value ETF made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Investment Research & Advisory Group first reported a position in Dimensional International Value ETF in Q2 2023 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.