NWWA
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New Wave Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

New Wave 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 		$1.5M Buy
27,809
+15,116
+119% +$831K 0.41% 52
2026
Q1 		$670K Sell
12,693
-15,360
-55% -$814K 0.23% 81
2025
Q4 		$1.4M Buy
28,053
+19,205
+217% +$913K 0.51% 40
2025
Q3 		$408K Buy
+8,848
New +$396K 0.16% 98

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

New Wave Wealth Advisors's DFIV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 119% in Q2 2026, buying an estimated $831K and bringing the position to 27,809 shares worth $1.5M. The position accounts for 0.41% of the portfolio, ranked #52.

New Wave Wealth Advisors first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • New Wave Wealth Advisors held 27,809 shares of Dimensional International Value ETF worth $1.5M as of Q2 2026.
  • New Wave Wealth Advisors bought 15,116 Dimensional International Value ETF shares in Q2 2026, an estimated $831K.
  • Dimensional International Value ETF made up 0.41% of New Wave Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • New Wave Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.