SPIA
DFIV icon

Steward Partners Investment Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Steward Partners Investment Advisory’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 		$8.76M Buy
162,189
+7,252
+5% +$399K 0.04% 385
2026
Q1 		$8.18M Buy
154,937
+10,713
+7% +$568K 0.04% 376
2025
Q4 		$7.2M Buy
144,224
+7,618
+6% +$362K 0.04% 380
2025
Q3 		$6.3M Buy
136,606
+3,402
+3% +$152K 0.04% 413
2025
Q2 		$5.71M Buy
133,204
+7,591
+6% +$309K 0.04% 390
2025
Q1 		$4.94M Buy
125,613
+8,493
+7% +$324K 0.04% 400
2024
Q4 		$4.16M Buy
117,120
+7,870
+7% +$289K 0.04% 423
2024
Q3 		$4.16M Buy
109,250
+5,835
+6% +$216K 0.04% 415
2024
Q2 		$3.72M Buy
103,415
+25,102
+32% +$924K 0.04% 406
2024
Q1 		$2.88M Buy
78,313
+29,377
+60% +$1.02M 0.03% 466
2023
Q4 		$1.68M Buy
48,936
+15,308
+46% +$500K 0.02% 551
2023
Q3 		$1.1M Buy
33,628
+2,101
+7% +$70K 0.02% 644
2023
Q2 		$1.04M Buy
31,527
+2,188
+7% +$71.9K 0.02% 684
2023
Q1 		$946K Buy
29,339
+11,205
+62% +$362K 0.02% 713
2022
Q4 		$551K Buy
18,134
+12,786
+239% +$371K 0.01% 882
2022
Q3 		$138K Buy
5,348
+2,626
+96% +$75K ﹤0.01% 1363
2022
Q2 		$79K Hold
2,722
– – ﹤0.01% 1593
2022
Q1 		$91K Hold
2,722
– – ﹤0.01% 1646
2021
Q4 		$89K Hold
2,722
– – ﹤0.01% 1645
2021
Q3 		$89K Buy
+2,722
New +$89.9K ﹤0.01% 1605

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steward Partners Investment Advisory's DFIV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dimensional International Value ETF (DFIV) stake by 4.7% in Q2 2026, buying an estimated $399K and bringing the position to 162,189 shares worth $8.76M. The position accounts for 0.04% of the portfolio, ranked #385.

Steward Partners Investment Advisory first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Steward Partners Investment Advisory held 162,189 shares of Dimensional International Value ETF worth $8.76M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,252 Dimensional International Value ETF shares in Q2 2026, an estimated $399K.
  • Dimensional International Value ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #385 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.