Strategic Investment Solutions’s Dimensional International Value ETF DFIV Stock Holding History

Strategic Investment Solutions’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	$8.27M	Buy	153,038 +3,780	+3%	+$208K	1.89%	12
2026 Q1	$7.96M	Buy	149,258 +10,174	+7%	+$539K	1.92%	11
2025 Q4	$7M	Buy	139,084 +22,111	+19%	+$1.05M	1.68%	13
2025 Q3	$5.39M	Buy	116,973 +7,964	+7%	+$356K	1.43%	17
2025 Q2	$4.67M	Sell	109,009 -47,427	-30%	-$1.93M	1.41%	16
2025 Q1	$6.16M	Sell	156,436 -5,658	-3%	-$216K	1.79%	15
2024 Q4	$5.86M	Buy	162,094 +5,690	+4%	+$209K	1.96%	15
2024 Q3	$5.96M	Buy	156,404 +5,116	+3%	+$189K	1.78%	15
2024 Q2	$5.64M	Buy	+151,288	New	+$5.57M	1.82%	15
2023 Q4	$5.15M	Sell	149,807 -3,575,203	-96%	-$117M	0.89%	28
2023 Q3	$124M	Buy	3,725,010 +3,684,061	+8,997%	+$123M	1.53%	18
2023 Q2	$1.31M	Sell	40,949 -56,345	-58%	-$1.85M	0.27%	38
2023 Q1	$3.14M	Buy	97,294 +21,231	+28%	+$685K	0.61%	37
2022 Q4	$2.52M	Buy	+76,063	New	+$2.21M	1.25%	21

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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 Investment Solutions's DFIV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, buying an estimated $208K and bringing the position to 153,038 shares worth $8.27M. The position accounts for 1.89% of the portfolio, ranked #12.

Strategic Investment Solutions first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $124M in Q3 2023. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Strategic Investment Solutions held 153,038 shares of Dimensional International Value ETF worth $8.27M as of Q2 2026.
Strategic Investment Solutions bought 3,780 Dimensional International Value ETF shares in Q2 2026, an estimated $208K.
Dimensional International Value ETF made up 1.89% of Strategic Investment Solutions's portfolio in Q2 2026, its #12 holding.
Strategic Investment Solutions first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Dimensional International Value ETF position peaked at $124M in Q3 2023.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.