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Level Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Level Financial 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 		$1.07M Sell
19,900
-57
-0.3% -$3.13K 0.24% 49
2026
Q1 		$1.05M Sell
19,957
-27
-0.1% -$1.43K 0.27% 47
2025
Q4 		$997K Sell
19,984
-1,077
-5% -$51.2K 0.26% 50
2025
Q3 		$971K Buy
21,061
+80
+0.4% +$3.58K 0.27% 48
2025
Q2 		$899K Sell
20,981
-146
-0.7% -$5.95K 0.28% 50
2025
Q1 		$832K Sell
21,127
-73
-0.3% -$2.79K 0.28% 50
2024
Q4 		$752K Sell
21,200
-862
-4% -$31.6K 0.28% 48
2024
Q3 		$840K Buy
22,062
+830
+4% +$30.7K 0.32% 42
2024
Q2 		$763K Buy
21,232
+2
+0% +$74 0.33% 40
2024
Q1 		$780K Sell
21,230
-25
-0.1% -$866 0.35% 42
2023
Q4 		$730K Sell
21,255
-151
-0.7% -$4.93K 0.36% 38
2023
Q3 		$698K Buy
21,406
+75
+0.4% +$2.5K 0.39% 33
2023
Q2 		$701K Hold
21,331
– – 0.39% 32
2023
Q1 		$687K Sell
21,331
-1,458
-6% -$47.1K 0.41% 30
2022
Q4 		$693K Sell
22,789
-59
-0.3% -$1.71K 0.45% 30
2022
Q3 		$589K Hold
22,848
– – 0.43% 30
2022
Q2 		$660K Buy
+22,848
New +$728K 0.49% 26
2022
Q1 		– Sell
-22,848
Closed -$750K – 244
2021
Q4 		$750K Buy
+22,848
New +$758K 0.57% 23

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

Level Financial Advisors's DFIV Position: Q2 2026 in Review

Level Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.29% in Q2 2026, selling an estimated $3.13K and leaving 19,900 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #49.

Level Financial Advisors first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Level Financial Advisors held 19,900 shares of Dimensional International Value ETF worth $1.07M as of Q2 2026.
  • Level Financial Advisors sold 57 Dimensional International Value ETF shares in Q2 2026, an estimated $3.13K.
  • Dimensional International Value ETF made up 0.24% of Level Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Level Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.