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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
Q2 		$2.33M Buy
43,093
+1,160
+3% +$63.8K 0.57% 26
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 $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

Strata Wealth Advisors's DFIV Position: Q2 2026 in Review

Strata Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 2.8% in Q2 2026, buying an estimated $63.8K and bringing the position to 43,093 shares worth $2.33M. The position accounts for 0.57% of the portfolio, ranked #26.

Strata Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Strata Wealth Advisors held 43,093 shares of Dimensional International Value ETF worth $2.33M as of Q2 2026.
  • Strata Wealth Advisors bought 1,160 Dimensional International Value ETF shares in Q2 2026, an estimated $63.8K.
  • Dimensional International Value ETF made up 0.57% of Strata Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Strata Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.