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

Physician 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	$215K	Buy	3,971 +10	+0.3%	+$550	0.03%	208
2026 Q1	$209K	Sell	3,961 -89	-2%	-$4.72K	0.03%	186
2025 Q4	$202K	Sell	4,050 -242	-6%	-$11.5K	0.03%	198
2025 Q3	$198K	Sell	4,292 -1,160	-21%	-$51.9K	0.03%	196
2025 Q2	$234K	Sell	5,452 -391	-7%	-$15.9K	0.04%	161
2025 Q1	$230K	Sell	5,843 -376	-6%	-$14.3K	0.04%	160
2024 Q4	$221K	Hold	6,219	–	–	0.04%	165
2024 Q3	$231K	Hold	6,219	–	–	0.04%	168
2024 Q2	$232K	Hold	6,219	–	–	0.04%	158
2024 Q1	$221K	Hold	6,219	–	–	0.05%	156
2023 Q4	$209K	Sell	6,219 -225	-3%	-$7.34K	0.05%	158
2023 Q3	$207K	Hold	6,444	–	–	0.05%	140
2023 Q2	$213K	Sell	6,444 -101	-2%	-$3.32K	0.05%	143
2023 Q1	$219K	Hold	6,545	–	–	0.06%	141
2022 Q4	$215K	Buy	+6,545	New	+$190K	0.06%	143
2022 Q2	–	Sell	-12,332	Closed	-$403K	–	152
2022 Q1	$403K	Hold	12,332	–	–	0.11%	94
2021 Q4	$421K	Hold	12,332	–	–	0.11%	93
2021 Q3	$420K	Buy	+12,332	New	+$407K	0.12%	93

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

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

Physician Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.25% in Q2 2026, buying an estimated $550 and bringing the position to 3,971 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #208.

Physician Wealth Advisors first reported a position in DFIV in Q3 2021 and has held it in 18 quarters since. The position peaked at $421K in Q4 2021. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Physician Wealth Advisors held 3,971 shares of Dimensional International Value ETF worth $215K as of Q2 2026.
Physician Wealth Advisors bought 10 Dimensional International Value ETF shares in Q2 2026, an estimated $550.
Dimensional International Value ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Physician Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 18 quarters since.
Physician Wealth Advisors's Dimensional International Value ETF position peaked at $421K in Q4 2021.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.