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 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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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