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

Strategic 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 		– Sell
-600
Closed -$31K – 261
2026
Q1 		$31K Buy
+600
New +$31.8K 0.02% 128

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 Wealth Advisors's DFIV Position: Q2 2026 in Review

Strategic Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 600 shares — an estimated $31K sold.

Strategic Wealth Advisors first reported a position in DFIV in Q1 2026 and held it in 1 quarter. The position peaked at $31K in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Strategic Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Advisors sold 600 Dimensional International Value ETF shares in Q2 2026, an estimated $31K.
  • Strategic Wealth Advisors first reported a position in Dimensional International Value ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Advisors's Dimensional International Value ETF position peaked at $31K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.