N.E.W. Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

N.E.W. Advisory Services’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	$6.5M	Sell	120,406 -4,240	-3%	-$233K	0.44%	39
2026 Q1	$6.58M	Sell	124,646 -9,053	-7%	-$480K	0.49%	38
2025 Q4	$6.67M	Sell	133,699 -4,148	-3%	-$197K	0.49%	37
2025 Q3	$6.36M	Sell	137,847 -7,396	-5%	-$331K	0.57%	25
2025 Q2	$6.22M	Sell	145,243 -22,582	-13%	-$920K	0.6%	25
2025 Q1	$6.61M	Sell	167,825 -36,804	-18%	-$1.4M	0.51%	41
2024 Q4	$7.26M	Sell	204,629 -72,834	-26%	-$2.67M	0.69%	28
2024 Q3	$10.6M	Sell	277,463 -20,267	-7%	-$750K	1.04%	21
2024 Q2	$10.7M	Sell	297,730 -157,305	-35%	-$5.79M	1.15%	21
2024 Q1	$16.7M	Buy	455,035 +12,607	+3%	+$437K	1.86%	12
2023 Q4	$15.2M	Buy	442,428 +19,144	+5%	+$625K	1.84%	12
2023 Q3	$13.8M	Buy	423,284 +25,416	+6%	+$847K	1.96%	13
2023 Q2	$13.1M	Buy	397,868 +999	+0.3%	+$32.8K	1.82%	13
2023 Q1	$12.8M	Sell	396,869 -8,473	-2%	-$273K	1.86%	12
2022 Q4	$12.3M	Buy	405,342 +60,247	+17%	+$1.75M	1.93%	14
2022 Q3	$8.89M	Buy	+345,095	New	+$9.86M	1.61%	17

Other funds holding DFIV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

N.E.W. Advisory Services's DFIV Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Dimensional International Value ETF (DFIV) stake by 3.4% in Q2 2026, selling an estimated $233K and leaving 120,406 shares worth $6.5M. The position accounts for 0.44% of the portfolio, ranked #39.

N.E.W. Advisory Services first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.7M in Q1 2024. 672 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

N.E.W. Advisory Services held 120,406 shares of Dimensional International Value ETF worth $6.5M as of Q2 2026.
N.E.W. Advisory Services sold 4,240 Dimensional International Value ETF shares in Q2 2026, an estimated $233K.
Dimensional International Value ETF made up 0.44% of N.E.W. Advisory Services's portfolio in Q2 2026, its #39 holding.
N.E.W. Advisory Services first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
N.E.W. Advisory Services's Dimensional International Value ETF position peaked at $16.7M in Q1 2024.
672 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.