KFI
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Key Financial Inc’s Dimensional International Value ETF DFIV Stock Holding History

Key Financial Inc’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 		$31.1K Hold
576
– – 0.01% 639
2026
Q1 		$30.4K Hold
576
– – 0.01% 635
2025
Q4 		$28.7K Hold
576
– – 0.01% 646
2025
Q3 		$26.7K Hold
576
– – ﹤0.01% 651
2025
Q2 		$24.7K Hold
576
– – 0.01% 640
2025
Q1 		$22.7K Hold
576
– – ﹤0.01% 637
2024
Q4 		$20.4K Hold
576
– – ﹤0.01% 651
2024
Q3 		$21.9K Hold
576
– – ﹤0.01% 634
2024
Q2 		$20.7K Hold
576
– – 0.01% 632
2024
Q1 		$21.2K Hold
576
– – 0.01% 599
2023
Q4 		$19.8K Hold
576
– – 0.01% 592
2023
Q3 		$18.8K Hold
576
– – 0.01% 579
2023
Q2 		$18.9K Hold
576
– – 0.01% 586
2023
Q1 		$18.6K Hold
576
– – 0.01% 561
2022
Q4 		$14.8K Hold
576
– – 0.01% 545
2022
Q3 		$15K Hold
576
– – 0.01% 547
2022
Q2 		$17K Hold
576
– – 0.01% 528
2022
Q1 		$19K Hold
576
– – 0.01% 509
2021
Q4 		$19K Hold
576
– – 0.01% 493
2021
Q3 		$19K Buy
+576
New +$19K 0.01% 478

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

Key Financial Inc's DFIV Position: Q2 2026 in Review

Key Financial Inc held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 576 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #639.

Key Financial Inc first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Key Financial Inc held 576 shares of Dimensional International Value ETF worth $31.1K as of Q2 2026.
  • Key Financial Inc left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #639 holding.
  • Key Financial Inc first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.