Lido Advisors
DFIV icon

Lido Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Lido 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 		$803K Buy
14,870
+225
+2% +$12.4K ﹤0.01% 1209
2026
Q1 		$773K Sell
14,645
-4,529
-24% -$240K ﹤0.01% 1085
2025
Q4 		$915K Sell
19,174
-1
-0% -$48 ﹤0.01% 1044
2025
Q3 		$884K Buy
19,175
+5,193
+37% +$232K ﹤0.01% 1000
2025
Q2 		$599K Buy
+13,982
New +$569K ﹤0.01% 1042

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

Lido Advisors's DFIV Position: Q2 2026 in Review

Lido Advisors increased its Dimensional International Value ETF (DFIV) stake by 1.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 14,870 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Lido Advisors first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $915K in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Lido Advisors held 14,870 shares of Dimensional International Value ETF worth $803K as of Q2 2026.
  • Lido Advisors bought 225 Dimensional International Value ETF shares in Q2 2026, an estimated $12.4K.
  • Dimensional International Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1209 holding.
  • Lido Advisors first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Lido Advisors's Dimensional International Value ETF position peaked at $915K in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.