OneDigital Investment Advisors’s Dimensional International Value ETF DFIV Stock Holding History

OneDigital Investment 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 Q1	$1.44M	Sell	27,245 -4,982	-15%	-$264K	0.01%	569
2025 Q4	$1.61M	Buy	32,227 +2,851	+10%	+$135K	0.02%	521
2025 Q3	$1.35M	Sell	29,376 -711	-2%	-$31.8K	0.01%	556
2025 Q2	$1.29M	Buy	30,087 +453	+2%	+$18.5K	0.01%	560
2025 Q1	$1.17M	Sell	29,634 -272	-0.9%	-$10.4K	0.01%	556
2024 Q4	$1.06M	Sell	29,906 -572	-2%	-$21K	0.01%	617
2024 Q3	$1.16M	Buy	30,478 +17,017	+126%	+$629K	0.01%	603
2024 Q2	$484K	Buy	13,461 +47	+0.4%	+$1.73K	0.01%	914
2024 Q1	$493K	Sell	13,414 -293	-2%	-$10.2K	0.01%	744
2023 Q4	$471K	Buy	+13,707	New	+$447K	0.01%	738

Other funds holding DFIV

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return