AWL
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AFFINITY WEALTH LLC’s Dimensional International Value ETF DFIV Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-47
Closed -$2.35K – 33
2025
Q4 		$2.35K Hold
47
– – ﹤0.01% 51
2025
Q3 		$2.17K Buy
+47
New +$2.1K ﹤0.01% 41

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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFFINITY WEALTH LLC's DFIV Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 47 shares — an estimated $2.35K sold.

AFFINITY WEALTH LLC first reported a position in DFIV in Q3 2025 and held it in 2 quarters. The position peaked at $2.35K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 47 Dimensional International Value ETF shares in Q1 2026, an estimated $2.35K.
  • AFFINITY WEALTH LLC first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 2 quarters.
  • AFFINITY WEALTH LLC's Dimensional International Value ETF position peaked at $2.35K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.