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Moneta Group Investment Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Moneta Group Investment 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 		$19.5M Sell
360,198
-4,676
-1% -$257K 0.14% 80
2026
Q1 		$19.3M Buy
364,874
+7,560
+2% +$401K 0.14% 76
2025
Q4 		$17.8M Buy
357,314
+4,430
+1% +$211K 0.14% 78
2025
Q3 		$16.3M Buy
352,884
+308,711
+699% +$13.8M 0.13% 82
2025
Q2 		$1.89M Buy
44,173
+108
+0.2% +$4.4K 0.02% 230
2025
Q1 		$1.73M Buy
44,065
+544
+1% +$20.8K 0.02% 222
2024
Q4 		$1.54M Buy
43,521
+20,832
+92% +$764K 0.02% 237
2024
Q3 		$864K Buy
22,689
+2,485
+12% +$91.9K 0.01% 297
2024
Q2 		$726K Buy
20,204
+2,053
+11% +$75.6K 0.01% 317
2024
Q1 		$667K Buy
18,151
+7,024
+63% +$243K 0.01% 325
2023
Q4 		$382K Sell
11,127
-2,771
-20% -$90.4K 0.01% 386
2023
Q3 		$453K Buy
+13,898
New +$463K 0.01% 338

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

Moneta Group Investment Advisors's DFIV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q2 2026, selling an estimated $257K and leaving 360,198 shares worth $19.5M. The position accounts for 0.14% of the portfolio, ranked #80.

Moneta Group Investment Advisors first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Moneta Group Investment Advisors held 360,198 shares of Dimensional International Value ETF worth $19.5M as of Q2 2026.
  • Moneta Group Investment Advisors sold 4,676 Dimensional International Value ETF shares in Q2 2026, an estimated $257K.
  • Dimensional International Value ETF made up 0.14% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.