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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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DFIV Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 30% in Q1 2026, buying an estimated $522K and bringing the position to 42,484 shares worth $2.24M. The position accounts for 0.38% of the portfolio, ranked #89.

Prevail Innovative Wealth Advisors first reported a position in DFIV in Q3 2023 and has held it in 11 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 42,484 shares of Dimensional International Value ETF worth $2.24M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 9,846 Dimensional International Value ETF shares in Q1 2026, an estimated $522K.
  • Dimensional International Value ETF made up 0.38% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.