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

Prevail Innovative 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	$4.31M	Buy	79,842 +37,358	+88%	+$2.05M	0.64%	59
2026 Q1	$2.24M	Buy	42,484 +9,846	+30%	+$522K	0.38%	89
2025 Q4	$1.63M	Buy	32,638 +7,587	+30%	+$361K	0.29%	120
2025 Q3	$1.16M	Sell	25,051 -8,963	-26%	-$401K	0.22%	144
2025 Q2	$1.46M	Buy	34,014 +5,767	+20%	+$235K	0.33%	110
2025 Q1	$1.11M	Buy	28,247 +11,512	+69%	+$439K	0.3%	101
2024 Q4	$594K	Buy	16,735 +3,390	+25%	+$124K	0.17%	115
2024 Q3	$508K	Buy	13,345 +2,002	+18%	+$74.1K	0.15%	116
2024 Q2	$408K	Buy	11,343 +558	+5%	+$20.5K	0.14%	125
2024 Q1	$396K	Sell	10,785 -6,900	-39%	-$239K	0.15%	134
2023 Q4	$608K	Buy	17,685 +49	+0.3%	+$1.6K	0.29%	91
2023 Q3	$575K	Buy	+17,636	New	+$588K	0.3%	78

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

Prevail Innovative Wealth Advisors's DFIV Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 88% in Q2 2026, buying an estimated $2.05M and bringing the position to 79,842 shares worth $4.31M. The position accounts for 0.64% of the portfolio, ranked #59.

Prevail Innovative Wealth Advisors first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Prevail Innovative Wealth Advisors held 79,842 shares of Dimensional International Value ETF worth $4.31M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 37,358 Dimensional International Value ETF shares in Q2 2026, an estimated $2.05M.
Dimensional International Value ETF made up 0.64% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Prevail Innovative Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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