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

Trace 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
Q1 		$2.34M Hold
44,424
– – 1.76% 12
2025
Q4 		$2.22M Hold
44,424
– – 1.6% 13
2025
Q3 		$2.05M Hold
44,424
– – 1.53% 14
2025
Q2 		$1.9M Hold
44,424
– – 1.55% 15
2025
Q1 		$1.75M Buy
44,424
+1,120
+3% +$42.7K 1.56% 15
2024
Q4 		$1.54M Buy
+43,304
New +$1.59M 1.38% 16

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Trace Wealth Advisors's DFIV Position: Q1 2026 in Review

Trace Wealth Advisors held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 44,424 shares worth $2.34M. The position accounts for 1.76% of the portfolio, ranked #12.

Trace Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Trace Wealth Advisors held 44,424 shares of Dimensional International Value ETF worth $2.34M as of Q1 2026.
  • Trace Wealth Advisors left its Dimensional International Value ETF share count unchanged in Q1 2026.
  • Dimensional International Value ETF made up 1.76% of Trace Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Trace Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.