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James J. Burns & Company’s Dimensional International Value ETF DFIV Stock Holding History

James J. Burns & Company’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 		$626K Buy
11,587
+69
+0.6% +$3.79K 0.07% 97
2026
Q1 		$608K Sell
11,518
-238
-2% -$12.6K 0.08% 88
2025
Q4 		$587K Buy
11,756
+253
+2% +$12K 0.08% 89
2025
Q3 		$531K Buy
11,503
+737
+7% +$33K 0.08% 88
2025
Q2 		$461K Buy
10,766
+1,245
+13% +$50.7K 0.08% 91
2025
Q1 		$375K Buy
9,521
+1,744
+22% +$66.6K 0.07% 100
2024
Q4 		$276K Buy
7,777
+554
+8% +$20.3K 0.05% 126
2024
Q3 		$275K Buy
+7,223
New +$267K 0.05% 116

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

James J. Burns & Company's DFIV Position: Q2 2026 in Review

James J. Burns & Company increased its Dimensional International Value ETF (DFIV) stake by 0.6% in Q2 2026, buying an estimated $3.79K and bringing the position to 11,587 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #97.

James J. Burns & Company first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • James J. Burns & Company held 11,587 shares of Dimensional International Value ETF worth $626K as of Q2 2026.
  • James J. Burns & Company bought 69 Dimensional International Value ETF shares in Q2 2026, an estimated $3.79K.
  • Dimensional International Value ETF made up 0.07% of James J. Burns & Company's portfolio in Q2 2026, its #97 holding.
  • James J. Burns & Company first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.