Optivise Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Optivise 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	$1.56M	Buy	28,807 +6,972	+32%	+$383K	0.79%	31
2026 Q1	$1.15M	Buy	21,835 +40	+0.2%	+$2.12K	0.7%	36
2025 Q4	$1.09M	Sell	21,795 -9,183	-30%	-$436K	0.63%	45
2025 Q3	$1.43M	Buy	30,978 +4,258	+16%	+$190K	0.85%	29
2025 Q2	$1.14M	Buy	26,720 +1,560	+6%	+$63.5K	0.58%	46
2025 Q1	$990K	Buy	25,160 +1,518	+6%	+$57.9K	0.56%	44
2024 Q4	$839K	Buy	23,642 +262	+1%	+$9.61K	0.45%	63
2024 Q3	$890K	Sell	23,380 -1,853	-7%	-$68.5K	0.47%	57
2024 Q2	$907K	Buy	+25,233	New	+$929K	0.49%	57

Other funds holding DFIV

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Optivise Advisory Services's DFIV Position: Q2 2026 in Review

Optivise Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 32% in Q2 2026, buying an estimated $383K and bringing the position to 28,807 shares worth $1.56M. The position accounts for 0.79% of the portfolio, ranked #31.

Optivise Advisory Services first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 355 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Optivise Advisory Services held 28,807 shares of Dimensional International Value ETF worth $1.56M as of Q2 2026.
Optivise Advisory Services bought 6,972 Dimensional International Value ETF shares in Q2 2026, an estimated $383K.
Dimensional International Value ETF made up 0.79% of Optivise Advisory Services's portfolio in Q2 2026, its #31 holding.
Optivise Advisory Services first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
355 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.