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Trinity Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Trinity Financial 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 		$36.1M Buy
668,402
+6,234
+0.9% +$343K 9.28% 2
2026
Q1 		$34.9M Buy
662,168
+518
+0.1% +$27.5K 9.95% 2
2025
Q4 		$33M Buy
661,650
+9,602
+1% +$456K 9.23% 2
2025
Q3 		$30.1M Buy
652,048
+8,540
+1% +$382K 8.68% 2
2025
Q2 		$27.6M Buy
643,508
+8,117
+1% +$331K 8.44% 2
2025
Q1 		$24.4M Buy
635,391
+34,836
+6% +$1.33M 8.8% 2
2024
Q4 		$21.2M Sell
600,555
-18,351
-3% -$673K 8.07% 2
2024
Q3 		$21.6M Buy
618,906
+16,812
+3% +$622K 9.69% 2
2024
Q2 		$21.6M Buy
602,094
+11,896
+2% +$438K 9.69% 2
2024
Q1 		$21.7M Buy
590,198
+22,833
+4% +$791K 9.76% 2
2023
Q4 		$19.5M Buy
567,365
+175,547
+45% +$5.73M 9.51% 2
2023
Q3 		$12.8M Buy
391,818
+67,821
+21% +$2.26M 6.79% 5
2023
Q2 		$10.6M Buy
323,997
+65,524
+25% +$2.15M 5.71% 6
2023
Q1 		$8.33M Buy
258,473
+71,932
+39% +$2.32M 5.09% 6
2022
Q4 		$5.67M Buy
+186,541
New +$5.41M 3.73% 7

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

Trinity Financial Advisors's DFIV Position: Q2 2026 in Review

Trinity Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.94% in Q2 2026, buying an estimated $343K and bringing the position to 668,402 shares worth $36.1M. The position accounts for 9.28% of the portfolio, ranked #2.

Trinity Financial Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Trinity Financial Advisors held 668,402 shares of Dimensional International Value ETF worth $36.1M as of Q2 2026.
  • Trinity Financial Advisors bought 6,234 Dimensional International Value ETF shares in Q2 2026, an estimated $343K.
  • Dimensional International Value ETF made up 9.28% of Trinity Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Trinity Financial Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.