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Spire Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Spire Wealth Management’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 		$5.54M Buy
102,520
+2,001
+2% +$110K 0.17% 131
2026
Q1 		$5.31M Sell
100,519
-22
-0% -$1.17K 0.18% 120
2025
Q4 		$5.02M Buy
100,541
+5,934
+6% +$282K 0.17% 123
2025
Q3 		$4.36M Sell
94,607
-2,221
-2% -$99.4K 0.15% 131
2025
Q2 		$4.15M Buy
96,828
+51
+0.1% +$2.08K 0.15% 129
2025
Q1 		$3.81M Sell
96,777
-5,484
-5% -$209K 0.12% 154
2024
Q4 		$3.63M Buy
102,261
+2,875
+3% +$105K 0.11% 156
2024
Q3 		$3.78M Sell
99,386
-7,497
-7% -$277K 0.13% 140
2024
Q2 		$3.84M Sell
106,883
-1,165
-1% -$42.9K 0.14% 154
2024
Q1 		$3.97M Buy
108,048
+2,774
+3% +$96.1K 0.07% 186
2023
Q4 		$3.52M Sell
105,274
-133
-0.1% -$4.34K 0.12% 182
2023
Q3 		$3.44M Buy
105,407
+1,201
+1% +$40K 0.13% 174
2023
Q2 		$3.42M Buy
104,206
+203
+0.2% +$6.67K 0.13% 160
2023
Q1 		$3.35M Buy
104,003
+29,211
+39% +$943K 0.13% 149
2022
Q4 		$2.27M Buy
74,792
+5,430
+8% +$158K 0.13% 144
2022
Q3 		$1.79M Sell
69,362
-27,424
-28% -$784K 0.11% 140
2022
Q2 		$2.8M Buy
+96,786
New +$3.09M 0.12% 167

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

Spire Wealth Management's DFIV Position: Q2 2026 in Review

Spire Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 2% in Q2 2026, buying an estimated $110K and bringing the position to 102,520 shares worth $5.54M. The position accounts for 0.17% of the portfolio, ranked #131.

Spire Wealth Management first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Spire Wealth Management held 102,520 shares of Dimensional International Value ETF worth $5.54M as of Q2 2026.
  • Spire Wealth Management bought 2,001 Dimensional International Value ETF shares in Q2 2026, an estimated $110K.
  • Dimensional International Value ETF made up 0.17% of Spire Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Spire Wealth Management first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.