KF
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K2 Financial’s Dimensional International Value ETF DFIV Stock Holding History

K2 Financial’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 		$504K Sell
9,089
-1,302
-13% -$71.6K 0.36% 49
2026
Q1 		$566K Sell
10,391
-83
-0.8% -$4.4K 0.41% 46
2025
Q4 		$529K Sell
10,474
-713
-6% -$33.9K 0.41% 48
2025
Q3 		$508K Buy
11,187
+1
+0% +$45 0.41% 48
2025
Q2 		$477K Sell
11,186
-54
-0.5% -$2.2K 0.42% 46
2025
Q1 		$433K Buy
11,240
+213
+2% +$8.13K 0.42% 48
2024
Q4 		$390K Buy
+11,027
New +$404K 0.39% 51

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

K2 Financial's DFIV Position: Q2 2026 in Review

K2 Financial reduced its Dimensional International Value ETF (DFIV) stake by 13% in Q2 2026, selling an estimated $71.6K and leaving 9,089 shares worth $504K. The position accounts for 0.36% of the portfolio, ranked #49.

K2 Financial first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $566K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • K2 Financial held 9,089 shares of Dimensional International Value ETF worth $504K as of Q2 2026.
  • K2 Financial sold 1,302 Dimensional International Value ETF shares in Q2 2026, an estimated $71.6K.
  • Dimensional International Value ETF made up 0.36% of K2 Financial's portfolio in Q2 2026, its #49 holding.
  • K2 Financial first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
  • K2 Financial's Dimensional International Value ETF position peaked at $566K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.