Sage Mountain Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Sage Mountain 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	$2.33M	Buy	44,203 +40,874	+1,228%	+$2.17M	0.16%	58
2025 Q4	$166K	Hold	3,329	–	–	0.01%	484
2025 Q3	$154K	Hold	3,329	–	–	0.01%	477
2025 Q2	$143K	Hold	3,329	–	–	0.01%	424
2025 Q1	$131K	Hold	3,329	–	–	0.01%	402
2024 Q4	$118K	Hold	3,329	–	–	0.01%	401
2024 Q3	$127K	Hold	3,329	–	–	0.01%	407
2024 Q2	$120K	Hold	3,329	–	–	0.01%	359
2024 Q1	$122K	Hold	3,329	–	–	0.01%	339
2023 Q4	$114K	Sell	3,329 -760	-19%	-$24.8K	0.01%	286
2023 Q3	$133K	Sell	4,089 -2,555	-38%	-$85.1K	0.02%	275
2023 Q2	$218K	Hold	6,644	–	–	0.03%	235
2023 Q1	$214K	Hold	6,644	–	–	0.03%	219
2022 Q4	$202K	Sell	6,644 -1,916	-22%	-$55.6K	0.05%	155
2022 Q3	$221K	Hold	8,560	–	–	0.06%	152
2022 Q2	$247K	Hold	8,560	–	–	0.04%	377
2022 Q1	$287K	Hold	8,560	–	–	0.04%	392
2021 Q4	$281K	Hold	8,560	–	–	0.03%	450
2021 Q3	$280K	Buy	+8,560	New	+$283K	0.04%	372

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sage Mountain Advisors's DFIV Position: Q1 2026 in Review

Sage Mountain Advisors increased its Dimensional International Value ETF (DFIV) stake by 1,228% in Q1 2026, buying an estimated $2.17M and bringing the position to 44,203 shares worth $2.33M. The position accounts for 0.16% of the portfolio, ranked #58.

Sage Mountain Advisors first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Sage Mountain Advisors held 44,203 shares of Dimensional International Value ETF worth $2.33M as of Q1 2026.
Sage Mountain Advisors bought 40,874 Dimensional International Value ETF shares in Q1 2026, an estimated $2.17M.
Dimensional International Value ETF made up 0.16% of Sage Mountain Advisors's portfolio in Q1 2026, its #58 holding.
Sage Mountain Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.