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
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 $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's DFIV Position: Q1 2026 in Review

Lido Advisors reduced its Dimensional International Value ETF (DFIV) stake by 24% in Q1 2026, selling an estimated $240K and leaving 14,645 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Lido Advisors first reported a position in DFIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $915K in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Lido Advisors held 14,645 shares of Dimensional International Value ETF worth $773K as of Q1 2026.
  • Lido Advisors sold 4,529 Dimensional International Value ETF shares in Q1 2026, an estimated $240K.
  • Dimensional International Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1085 holding.
  • Lido Advisors first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Lido Advisors's Dimensional International Value ETF position peaked at $915K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.