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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

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

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. 894 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.
  • 894 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.