Poinciana Advisors Group’s Dimensional International Value ETF DFIV Stock Holding History

Poinciana Advisors Group’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	$4.58M	Sell	74,425 -15,000	-17%	-$824K	3.4%	8
2026 Q1	$4.72M	Sell	89,425 -3,499	-4%	-$185K	3.73%	7
2025 Q4	$4.64M	Buy	92,924 +3,114	+3%	+$148K	3.66%	7
2025 Q3	$4.14M	Sell	89,810 -1,666	-2%	-$74.5K	3.5%	7
2025 Q2	$3.92M	Sell	91,476 -1,295	-1%	-$52.7K	3.53%	7
2025 Q1	$3.65M	Sell	92,771 -209	-0.2%	-$7.97K	3.78%	8
2024 Q4	$3.3M	Buy	+92,980	New	+$3.41M	3.34%	8

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 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Poinciana Advisors Group's DFIV Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Dimensional International Value ETF (DFIV) stake by 17% in Q2 2026, selling an estimated $824K and leaving 74,425 shares worth $4.58M. The position accounts for 3.4% of the portfolio, ranked #8.

Poinciana Advisors Group first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q1 2026. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Poinciana Advisors Group held 74,425 shares of Dimensional International Value ETF worth $4.58M as of Q2 2026.
Poinciana Advisors Group sold 15,000 Dimensional International Value ETF shares in Q2 2026, an estimated $824K.
Dimensional International Value ETF made up 3.4% of Poinciana Advisors Group's portfolio in Q2 2026, its #8 holding.
Poinciana Advisors Group first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
Poinciana Advisors Group's Dimensional International Value ETF position peaked at $4.72M in Q1 2026.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.