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Narus Financial Partners’s Dimensional International Value ETF DFIV Stock Holding History

Narus Financial Partners’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 		$527K Buy
9,752
+29
+0.3% +$1.59K 0.14% 105
2026
Q1 		$513K Buy
9,723
+1,519
+19% +$80.5K 0.13% 99
2025
Q4 		$409K Hold
8,204
– – 0.11% 110
2025
Q3 		$378K Buy
8,204
+683
+9% +$30.6K 0.1% 117
2025
Q2 		$322K Hold
7,521
– – 0.1% 111
2025
Q1 		$296K Sell
7,521
-1,913
-20% -$73K 0.1% 114
2024
Q4 		$335K Sell
9,434
-336
-3% -$12.3K 0.11% 111
2024
Q3 		$372K Sell
9,770
-17
-0.2% -$629 0.13% 102
2024
Q2 		$352K Sell
9,787
-203
-2% -$7.47K 0.14% 101
2024
Q1 		$367K Buy
9,990
+26
+0.3% +$901 0.16% 95
2023
Q4 		$342K Buy
9,964
+2,730
+38% +$89.1K 0.16% 90
2023
Q3 		$236K Sell
7,234
-2,807
-28% -$93.5K 0.12% 106
2023
Q2 		$330K Sell
10,041
-3,614
-26% -$119K 0.17% 81
2023
Q1 		$440K Buy
13,655
+2,210
+19% +$71.3K 0.24% 71
2022
Q4 		$348K Buy
11,445
+2,240
+24% +$65K 0.2% 77
2022
Q3 		$237K Buy
9,205
+2,079
+29% +$59.4K 0.15% 98
2022
Q2 		$206K Buy
+7,126
New +$227K 0.13% 109

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

Narus Financial Partners's DFIV Position: Q2 2026 in Review

Narus Financial Partners increased its Dimensional International Value ETF (DFIV) stake by 0.3% in Q2 2026, buying an estimated $1.59K and bringing the position to 9,752 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #105.

Narus Financial Partners first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Narus Financial Partners held 9,752 shares of Dimensional International Value ETF worth $527K as of Q2 2026.
  • Narus Financial Partners bought 29 Dimensional International Value ETF shares in Q2 2026, an estimated $1.59K.
  • Dimensional International Value ETF made up 0.14% of Narus Financial Partners's portfolio in Q2 2026, its #105 holding.
  • Narus Financial Partners first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.