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ShankerValleau Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

ShankerValleau Wealth 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 		$19.7M Buy
364,529
+90
+0% +$4.95K 5.19% 6
2026
Q1 		$19.2M Sell
364,439
-14,657
-4% -$777K 5.42% 6
2025
Q4 		$18.9M Sell
379,096
-8,698
-2% -$413K 5.13% 6
2025
Q3 		$17.9M Buy
387,794
+536
+0.1% +$24K 4.59% 6
2025
Q2 		$16.6M Sell
387,258
-42,242
-10% -$1.72M 4.73% 6
2025
Q1 		$16.9M Sell
429,500
-31,215
-7% -$1.19M 5.49% 6
2024
Q4 		$16.3M Buy
460,715
+225,494
+96% +$8.27M 5.25% 6
2024
Q3 		$8.96M Buy
235,221
+2,127
+0.9% +$78.7K 3.05% 9
2024
Q2 		$8.38M Sell
233,094
-3,757
-2% -$138K 3.59% 9
2024
Q1 		$8.7M Buy
236,851
+1,943
+0.8% +$67.3K 4.01% 9
2023
Q4 		$8.07M Buy
234,908
+8,145
+4% +$266K 4.11% 8
2023
Q3 		$7.4M Buy
226,763
+5,976
+3% +$199K 4.16% 8
2023
Q2 		$7.25M Buy
220,787
+2,230
+1% +$73.2K 3.99% 8
2023
Q1 		$7.04M Sell
218,557
-5,942
-3% -$192K 4.09% 8
2022
Q4 		$6.82M Sell
224,499
-18,635
-8% -$541K 4.23% 8
2022
Q3 		$6.26M Buy
243,134
+14,590
+6% +$417K 4.24% 8
2022
Q2 		$6.6M Sell
228,544
-18,058
-7% -$576K 4.3% 8
2022
Q1 		$8.26M Buy
246,602
+2,682
+1% +$90.5K 4.95% 7
2021
Q4 		$8.01M Buy
+243,920
New +$8.1M 4.6% 7

Other funds holding DFIV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ShankerValleau Wealth Advisors's DFIV Position: Q2 2026 in Review

ShankerValleau Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.02% in Q2 2026, buying an estimated $4.95K and bringing the position to 364,529 shares worth $19.7M. The position accounts for 5.19% of the portfolio, ranked #6.

ShankerValleau Wealth Advisors first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 226 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • ShankerValleau Wealth Advisors held 364,529 shares of Dimensional International Value ETF worth $19.7M as of Q2 2026.
  • ShankerValleau Wealth Advisors bought 90 Dimensional International Value ETF shares in Q2 2026, an estimated $4.95K.
  • Dimensional International Value ETF made up 5.19% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • ShankerValleau Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 226 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.