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Strata Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Strata 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
Q1 		$2.21M Sell
41,933
-1,772
-4% -$93.9K 0.61% 26
2025
Q4 		$2.18M Sell
43,705
-1,662
-4% -$79K 0.61% 26
2025
Q3 		$2.09M Sell
45,367
-420
-0.9% -$18.8K 0.55% 28
2025
Q2 		$1.96M Buy
45,787
+5,715
+14% +$233K 0.54% 26
2025
Q1 		$1.58M Buy
40,072
+7,323
+22% +$279K 0.49% 27
2024
Q4 		$1.16M Buy
32,749
+1,726
+6% +$63.3K 0.36% 33
2024
Q3 		$1.18M Buy
31,023
+4,946
+19% +$183K 0.38% 28
2024
Q2 		$937K Buy
26,077
+165
+0.6% +$6.08K 0.32% 33
2024
Q1 		$952K Buy
25,912
+279
+1% +$9.67K 0.34% 33
2023
Q4 		$881K Sell
25,633
-40,683
-61% -$1.33M 0.35% 31
2023
Q3 		$2.16M Buy
+66,316
New +$2.21M 1.04% 9
2023
Q1 		$824K Sell
25,555
-344
-1% -$11.1K 0.43% 22
2022
Q4 		$787K Buy
+25,899
New +$752K 0.44% 22

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strata Wealth Advisors's DFIV Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 4.1% in Q1 2026, selling an estimated $93.9K and leaving 41,933 shares worth $2.21M. The position accounts for 0.61% of the portfolio, ranked #26.

Strata Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 13 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Strata Wealth Advisors held 41,933 shares of Dimensional International Value ETF worth $2.21M as of Q1 2026.
  • Strata Wealth Advisors sold 1,772 Dimensional International Value ETF shares in Q1 2026, an estimated $93.9K.
  • Dimensional International Value ETF made up 0.61% of Strata Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Strata Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 13 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.