Safeguard Investment Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

Safeguard Investment Advisory 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	$262K	Sell	4,856 -854	-15%	-$46.9K	0.06%	137
2026 Q1	$301K	Buy	5,710 +123	+2%	+$6.52K	0.08%	96
2025 Q4	$279K	Buy	+5,587	New	+$266K	0.07%	108
2023 Q3	–	Sell	-6,226	Closed	-$205K	–	100
2023 Q2	$205K	Sell	6,226 -1,196	-16%	-$39.3K	0.09%	94
2023 Q1	$239K	Sell	7,422 -8,962	-55%	-$289K	0.12%	86
2022 Q4	$498K	Sell	16,384 -589	-3%	-$17.1K	0.31%	47
2022 Q3	$437K	Buy	16,973 +2,645	+18%	+$75.6K	0.3%	50
2022 Q2	$479K	Buy	+14,328	New	+$457K	0.29%	53
2022 Q1	–	Sell	-13,981	Closed	-$458K	–	93
2021 Q4	$458K	Buy	13,981 +2,418	+21%	+$80.3K	0.27%	54
2021 Q3	$378K	Buy	+11,563	New	+$382K	0.24%	56

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

Safeguard Investment Advisory Group's DFIV Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional International Value ETF (DFIV) stake by 15% in Q2 2026, selling an estimated $46.9K and leaving 4,856 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #137.

Safeguard Investment Advisory Group first reported a position in DFIV in Q3 2021 and has held it in 10 quarters since. The position peaked at $498K in Q4 2022. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Safeguard Investment Advisory Group held 4,856 shares of Dimensional International Value ETF worth $262K as of Q2 2026.
Safeguard Investment Advisory Group sold 854 Dimensional International Value ETF shares in Q2 2026, an estimated $46.9K.
Dimensional International Value ETF made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #137 holding.
Safeguard Investment Advisory Group first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 10 quarters since.
Safeguard Investment Advisory Group's Dimensional International Value ETF position peaked at $498K in Q4 2022.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.