SFA
DFIV icon

Sequoia Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Sequoia Financial 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 		$65.8M Sell
1,217,842
-27,283
-2% -$1.5M 0.33% 58
2026
Q1 		$65.7M Sell
1,245,125
-41,238
-3% -$2.19M 0.37% 54
2025
Q4 		$64.2M Buy
1,286,363
+588,189
+84% +$28M 0.36% 55
2025
Q3 		$32.2M Buy
698,174
+85,298
+14% +$3.82M 0.2% 94
2025
Q2 		$26.2M Sell
612,876
-23,136
-4% -$942K 0.18% 102
2025
Q1 		$25M Buy
636,012
+81,055
+15% +$3.09M 0.19% 103
2024
Q4 		$19.7M Sell
554,957
-6,744
-1% -$247K 0.19% 111
2024
Q3 		$21.4M Sell
561,701
-7,093
-1% -$262K 0.23% 92
2024
Q2 		$20.4M Buy
568,794
+4,820
+0.9% +$177K 0.25% 91
2024
Q1 		$20.7M Buy
563,974
+4,418
+0.8% +$153K 0.26% 86
2023
Q4 		$19.2M Buy
559,556
+17,222
+3% +$562K 0.24% 85
2023
Q3 		$17.7M Sell
542,334
-3,259
-0.6% -$109K 0.31% 62
2023
Q2 		$17.9M Sell
545,593
-16,079
-3% -$528K 0.31% 63
2023
Q1 		$18.1M Buy
561,672
+81,609
+17% +$2.63M 0.4% 45
2022
Q4 		$14.6M Buy
480,063
+20,246
+4% +$588K 0.36% 56
2022
Q3 		$11.8M Sell
459,817
-10,625
-2% -$304K 0.37% 46
2022
Q2 		$13.6M Buy
470,442
+3,051
+0.7% +$97.3K 0.38% 48
2022
Q1 		$15.6M Buy
467,391
+10,833
+2% +$366K 0.39% 44
2021
Q4 		$15M Buy
+456,558
New +$15.2M 0.41% 40

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
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
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

Sequoia Financial Advisors's DFIV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Dimensional International Value ETF (DFIV) stake by 2.2% in Q2 2026, selling an estimated $1.5M and leaving 1,217,842 shares worth $65.8M. The position accounts for 0.33% of the portfolio, ranked #58.

Sequoia Financial Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sequoia Financial Advisors held 1,217,842 shares of Dimensional International Value ETF worth $65.8M as of Q2 2026.
  • Sequoia Financial Advisors sold 27,283 Dimensional International Value ETF shares in Q2 2026, an estimated $1.5M.
  • Dimensional International Value ETF made up 0.33% of Sequoia Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.