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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 221 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.
  • 221 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.