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Sovereign Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Sovereign Financial 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
Q2 		$2.17M Sell
40,119
-862
-2% -$47.4K 0.33% 52
2026
Q1 		$2.16M Buy
40,981
+1,388
+4% +$73.6K 0.38% 44
2025
Q4 		$1.98M Buy
39,593
+8,227
+26% +$391K 0.34% 52
2025
Q3 		$1.45M Buy
31,366
+3,063
+11% +$137K 0.27% 68
2025
Q2 		$1.21M Buy
28,303
+4,560
+19% +$186K 0.25% 77
2025
Q1 		$935K Buy
23,743
+268
+1% +$10.2K 0.22% 88
2024
Q4 		$833K Sell
23,475
-1,011
-4% -$37.1K 0.19% 104
2024
Q3 		$932K Buy
24,486
+674
+3% +$24.9K 0.22% 87
2024
Q2 		$856K Buy
23,812
+5,000
+27% +$184K 0.21% 91
2024
Q1 		$691K Buy
18,812
+799
+4% +$27.7K 0.18% 110
2023
Q4 		$619K Buy
18,013
+1,904
+12% +$62.1K 0.19% 104
2023
Q3 		$525K Sell
16,109
-443
-3% -$14.8K 0.19% 116
2023
Q2 		$544K Buy
16,552
+598
+4% +$19.6K 0.18% 130
2023
Q1 		$514K Buy
15,954
+3,583
+29% +$116K 0.19% 128
2022
Q4 		$376K Buy
12,371
+4,561
+58% +$132K 0.15% 147
2022
Q3 		$201K Buy
+7,810
New +$223K 0.08% 194

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

Sovereign Financial Group's DFIV Position: Q2 2026 in Review

Sovereign Financial Group reduced its Dimensional International Value ETF (DFIV) stake by 2.1% in Q2 2026, selling an estimated $47.4K and leaving 40,119 shares worth $2.17M. The position accounts for 0.33% of the portfolio, ranked #52.

Sovereign Financial Group first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Sovereign Financial Group held 40,119 shares of Dimensional International Value ETF worth $2.17M as of Q2 2026.
  • Sovereign Financial Group sold 862 Dimensional International Value ETF shares in Q2 2026, an estimated $47.4K.
  • Dimensional International Value ETF made up 0.33% of Sovereign Financial Group's portfolio in Q2 2026, its #52 holding.
  • Sovereign Financial Group first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.