NWA
DFIV icon

Navis Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Navis Wealth 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 		$733K Sell
13,573
-27,475
-67% -$1.51M 0.28% 76
2026
Q1 		$2.17M Sell
41,048
-6,826
-14% -$362K 1.11% 17
2025
Q4 		$2.39M Buy
+47,874
New +$2.28M 1.01% 17

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

Navis Wealth Advisors's DFIV Position: Q2 2026 in Review

Navis Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 67% in Q2 2026, selling an estimated $1.51M and leaving 13,573 shares worth $733K. The position accounts for 0.28% of the portfolio, ranked #76.

Navis Wealth Advisors first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Navis Wealth Advisors held 13,573 shares of Dimensional International Value ETF worth $733K as of Q2 2026.
  • Navis Wealth Advisors sold 27,475 Dimensional International Value ETF shares in Q2 2026, an estimated $1.51M.
  • Dimensional International Value ETF made up 0.28% of Navis Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Navis Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Navis Wealth Advisors's Dimensional International Value ETF position peaked at $2.39M in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.