Prism Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Prism 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	$20.2M	Sell	374,012 -43,351	-10%	-$2.38M	4.91%	6
2026 Q1	$22M	Sell	417,363 -13,892	-3%	-$736K	5.88%	2
2025 Q4	$21.5M	Sell	431,255 -3,836	-0.9%	-$182K	5.74%	2
2025 Q3	$20.1M	Sell	435,091 -5,554	-1%	-$248K	5.42%	2
2025 Q2	$18.9M	Sell	440,645 -86,307	-16%	-$3.52M	5.37%	4
2025 Q1	$20.7M	Sell	526,952 -11,572	-2%	-$442K	6.38%	5
2024 Q4	$19.1M	Buy	538,524 +46,298	+9%	+$1.7M	5.73%	6
2024 Q3	$18.7M	Buy	+492,226	New	+$18.2M	5.36%	5

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

Prism Advisors's DFIV Position: Q2 2026 in Review

Prism Advisors reduced its Dimensional International Value ETF (DFIV) stake by 10% in Q2 2026, selling an estimated $2.38M and leaving 374,012 shares worth $20.2M. The position accounts for 4.91% of the portfolio, ranked #6.

Prism Advisors first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $22M in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Prism Advisors held 374,012 shares of Dimensional International Value ETF worth $20.2M as of Q2 2026.
Prism Advisors sold 43,351 Dimensional International Value ETF shares in Q2 2026, an estimated $2.38M.
Dimensional International Value ETF made up 4.91% of Prism Advisors's portfolio in Q2 2026, its #6 holding.
Prism Advisors first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
Prism Advisors's Dimensional International Value ETF position peaked at $22M in Q1 2026.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.