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Strategic Financial Services’s Dimensional International Value ETF DFIV Stock Holding History

Strategic Financial Services’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 		$44.3M Sell
820,043
-13,457
-2% -$740K 1.94% 14
2026
Q1 		$44M Sell
833,500
-10,198
-1% -$540K 2.09% 13
2025
Q4 		$46M Sell
843,698
-7,332
-0.9% -$348K 2.12% 12
2025
Q3 		$39.2M Sell
851,030
-6,617
-0.8% -$296K 1.97% 13
2025
Q2 		$36.7M Buy
857,647
+1,208
+0.1% +$49.2K 1.98% 14
2025
Q1 		$33.7M Buy
856,439
+9,334
+1% +$356K 1.97% 14
2024
Q4 		$30.1M Buy
847,105
+27,052
+3% +$992K 1.79% 16
2024
Q3 		$31.2M Buy
820,053
+182
+0% +$6.73K 1.85% 13
2024
Q2 		$29.5M Buy
819,871
+12,145
+2% +$447K 1.86% 13
2024
Q1 		$29.7M Buy
807,726
+31,027
+4% +$1.08M 1.92% 13
2023
Q4 		$26.7M Buy
776,699
+22,877
+3% +$746K 1.88% 13
2023
Q3 		$24.6M Buy
753,822
+6,448
+0.9% +$215K 1.91% 12
2023
Q2 		$25.1M Buy
747,374
+18,226
+2% +$599K 1.87% 12
2023
Q1 		$23.5M Buy
+729,148
New +$23.5M 1.82% 12

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

Strategic Financial Services's DFIV Position: Q2 2026 in Review

Strategic Financial Services reduced its Dimensional International Value ETF (DFIV) stake by 1.6% in Q2 2026, selling an estimated $740K and leaving 820,043 shares worth $44.3M. The position accounts for 1.94% of the portfolio, ranked #14.

Strategic Financial Services first reported a position in DFIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $46M in Q4 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Strategic Financial Services held 820,043 shares of Dimensional International Value ETF worth $44.3M as of Q2 2026.
  • Strategic Financial Services sold 13,457 Dimensional International Value ETF shares in Q2 2026, an estimated $740K.
  • Dimensional International Value ETF made up 1.94% of Strategic Financial Services's portfolio in Q2 2026, its #14 holding.
  • Strategic Financial Services first reported a position in Dimensional International Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Services's Dimensional International Value ETF position peaked at $46M in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.