U.S. Capital Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

U.S. Capital 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	$3.38M	Buy	64,090 +2,113	+3%	+$112K	0.09%	245
2025 Q4	$3.09M	Sell	61,977 -4,694	-7%	-$223K	0.08%	256
2025 Q3	$3.07M	Buy	+66,671	New	+$2.98M	0.08%	242
2023 Q1	–	Sell	-4,130	Closed	-$126K	–	843
2022 Q4	$126K	Sell	4,130 -4,428	-52%	-$129K	0.01%	698
2022 Q3	$220K	Sell	8,558 -270	-3%	-$7.72K	0.01%	575
2022 Q2	$255K	Hold	8,828	–	–	0.01%	579
2022 Q1	$296K	Hold	8,828	–	–	0.01%	601
2021 Q4	$290K	Hold	8,828	–	–	0.01%	605
2021 Q3	$289K	Buy	+8,828	New	+$292K	0.01%	616

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

U.S. Capital Wealth Advisors's DFIV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 3.4% in Q1 2026, buying an estimated $112K and bringing the position to 64,090 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #245.

U.S. Capital Wealth Advisors first reported a position in DFIV in Q3 2021 and has held it in 9 quarters since. 850 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

U.S. Capital Wealth Advisors held 64,090 shares of Dimensional International Value ETF worth $3.38M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,113 Dimensional International Value ETF shares in Q1 2026, an estimated $112K.
Dimensional International Value ETF made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #245 holding.
U.S. Capital Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 9 quarters since.
850 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.