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

Porter White 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
Q2 		$5.12M Sell
94,770
-363
-0.4% -$19.9K 1.97% 11
2026
Q1 		$5.02M Sell
95,133
-613
-0.6% -$32.5K 2.01% 11
2025
Q4 		$4.78M Sell
95,746
-3,016
-3% -$143K 1.96% 11
2025
Q3 		$4.55M Sell
98,762
-809
-0.8% -$36.2K 1.96% 11
2025
Q2 		$4.26M Sell
99,571
-11,110
-10% -$453K 1.99% 11
2025
Q1 		$4.36M Buy
110,681
+9,716
+10% +$371K 2.16% 9
2024
Q4 		$3.58M Buy
100,965
+407
+0.4% +$14.9K 1.82% 11
2024
Q3 		$3.83M Sell
100,558
-345
-0.3% -$12.8K 1.92% 10
2024
Q2 		$3.63M Sell
100,903
-254
-0.3% -$9.35K 1.94% 10
2024
Q1 		$3.72M Buy
101,157
+503
+0.5% +$17.4K 1.98% 10
2023
Q4 		$3.46M Buy
100,654
+18,277
+22% +$596K 2.15% 9
2023
Q3 		$2.69M Sell
82,377
-144
-0.2% -$4.8K 2.05% 8
2023
Q2 		$2.71M Sell
82,521
-1,318
-2% -$43.3K 2.15% 6
2023
Q1 		$2.7M Buy
83,839
+1,169
+1% +$37.7K 2.32% 6
2022
Q4 		$2.51M Buy
+82,670
New +$2.4M 2.23% 7

Other funds holding DFIV

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Porter White Investment Advisors's DFIV Position: Q2 2026 in Review

Porter White Investment Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.38% in Q2 2026, selling an estimated $19.9K and leaving 94,770 shares worth $5.12M. The position accounts for 1.97% of the portfolio, ranked #11.

Porter White Investment Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 579 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Porter White Investment Advisors held 94,770 shares of Dimensional International Value ETF worth $5.12M as of Q2 2026.
  • Porter White Investment Advisors sold 363 Dimensional International Value ETF shares in Q2 2026, an estimated $19.9K.
  • Dimensional International Value ETF made up 1.97% of Porter White Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Porter White Investment Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 579 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.