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Stone Summit Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Stone Summit Wealth’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 		$10.8M Buy
200,201
+1,559
+0.8% +$85.7K 2.74% 8
2026
Q1 		$10.5M Buy
198,642
+6,503
+3% +$345K 2.92% 8
2025
Q4 		$9.59M Buy
192,139
+8,680
+5% +$412K 2.6% 9
2025
Q3 		$8.46M Buy
183,459
+14,668
+9% +$656K 2.4% 8
2025
Q2 		$7.23M Buy
168,791
+7,829
+5% +$319K 2.24% 7
2025
Q1 		$6.34M Buy
160,962
+17,713
+12% +$676K 2.15% 8
2024
Q4 		$5.08M Buy
143,249
+2,703
+2% +$99.1K 1.71% 13
2024
Q3 		$5.35M Buy
140,546
+6,809
+5% +$252K 1.73% 11
2024
Q2 		$4.81M Buy
133,737
+3,759
+3% +$138K 1.72% 11
2024
Q1 		$4.78M Buy
129,978
+12,711
+11% +$441K 1.66% 12
2023
Q4 		$4.03M Buy
117,267
+11,065
+10% +$361K 1.55% 13
2023
Q3 		$3.46M Buy
106,202
+7,442
+8% +$248K 1.48% 15
2023
Q2 		$3.24M Buy
98,760
+11,468
+13% +$377K 1.34% 21
2023
Q1 		$2.81M Buy
87,292
+16,091
+23% +$519K 1.25% 23
2022
Q4 		$2.16M Buy
71,201
+5,589
+9% +$162K 1.06% 29
2022
Q3 		$1.69M Buy
65,612
+6,103
+10% +$174K 1.04% 32
2022
Q2 		$1.72M Buy
59,509
+13,808
+30% +$440K 1.03% 32
2022
Q1 		$1.54M Buy
45,701
+30,374
+198% +$1.02M 0.87% 37
2021
Q4 		$498K Buy
+15,327
New +$509K 0.4% 78

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

Stone Summit Wealth's DFIV Position: Q2 2026 in Review

Stone Summit Wealth increased its Dimensional International Value ETF (DFIV) stake by 0.78% in Q2 2026, buying an estimated $85.7K and bringing the position to 200,201 shares worth $10.8M. The position accounts for 2.74% of the portfolio, ranked #8.

Stone Summit Wealth 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.

  • Stone Summit Wealth held 200,201 shares of Dimensional International Value ETF worth $10.8M as of Q2 2026.
  • Stone Summit Wealth bought 1,559 Dimensional International Value ETF shares in Q2 2026, an estimated $85.7K.
  • Dimensional International Value ETF made up 2.74% of Stone Summit Wealth's portfolio in Q2 2026, its #8 holding.
  • Stone Summit Wealth 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 Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.