JWA
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JFS Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

JFS Wealth Advisors’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 		$1.95M Buy
36,131
+690
+2% +$37.9K 0.1% 119
2026
Q1 		$1.87M Sell
35,441
-1,641
-4% -$87K 0.1% 112
2025
Q4 		$1.85M Sell
37,082
-166
-0.4% -$7.89K 0.1% 115
2025
Q3 		$1.72M Sell
37,248
-6,707
-15% -$300K 0.1% 118
2025
Q2 		$1.88M Sell
43,955
-825
-2% -$33.6K 0.12% 103
2025
Q1 		$1.76M Buy
44,780
+318
+0.7% +$12.1K 0.12% 101
2024
Q4 		$1.58M Sell
44,462
-65
-0.1% -$2.38K 0.11% 108
2024
Q3 		$1.7M Sell
44,527
-1,085
-2% -$40.1K 0.11% 106
2024
Q2 		$1.64M Sell
45,612
-1,755
-4% -$64.6K 0.13% 89
2024
Q1 		$1.74M Sell
47,367
-4,057
-8% -$141K 0.14% 85
2023
Q4 		$1.77M Sell
51,424
-415
-0.8% -$13.5K 0.15% 83
2023
Q3 		$1.69M Sell
51,839
-2,839
-5% -$94.6K 0.16% 87
2023
Q2 		$1.8M Sell
54,678
-3,016
-5% -$99.1K 0.16% 86
2023
Q1 		$1.86M Buy
57,694
+349
+0.6% +$11.3K 0.18% 85
2022
Q4 		$1.74M Buy
57,345
+1,572
+3% +$45.6K 0.17% 89
2022
Q3 		$1.44M Buy
55,773
+467
+0.8% +$13.3K 0.16% 92
2022
Q2 		$1.6M Buy
55,306
+758
+1% +$24.2K 0.17% 82
2022
Q1 		$1.83M Buy
54,548
+33
+0.1% +$1.11K 0.17% 89
2021
Q4 		$1.79M Buy
54,515
+1,119
+2% +$37.1K 0.17% 91
2021
Q3 		$1.75M Buy
+53,396
New +$1.76M 0.18% 87

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

JFS Wealth Advisors's DFIV Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 1.9% in Q2 2026, buying an estimated $37.9K and bringing the position to 36,131 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #119.

JFS Wealth Advisors first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • JFS Wealth Advisors held 36,131 shares of Dimensional International Value ETF worth $1.95M as of Q2 2026.
  • JFS Wealth Advisors bought 690 Dimensional International Value ETF shares in Q2 2026, an estimated $37.9K.
  • Dimensional International Value ETF made up 0.1% of JFS Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • JFS Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.