United Advisor Group’s Dimensional International Value ETF DFIV Stock Holding History

United Advisor Group’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	$2.41M	Buy	+44,663	New	+$2.45M	0.25%	111

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

United Advisor Group's DFIV Position: Q2 2026 in Review

United Advisor Group opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 44,663 shares worth $2.41M. The stake represents 0.25% of the portfolio and ranks #111 among its holdings.

892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

United Advisor Group held 44,663 shares of Dimensional International Value ETF worth $2.41M as of Q2 2026.
Dimensional International Value ETF was a new United Advisor Group position in Q2 2026.
Dimensional International Value ETF made up 0.25% of United Advisor Group's portfolio in Q2 2026, its #111 holding.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.