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

Valeo 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 		$2.24M Buy
41,479
+12,018
+41% +$660K 0.05% 162
2026
Q1 		$1.55M Buy
29,461
+1,215
+4% +$64.4K 0.04% 193
2025
Q4 		$1.41M Buy
28,246
+36
+0.1% +$1.71K 0.03% 234
2025
Q3 		$1.3M Buy
28,210
+5
+0% +$224 0.03% 241
2025
Q2 		$1.21M Buy
28,205
+880
+3% +$35.8K 0.03% 257
2025
Q1 		$1.08M Buy
27,325
+312
+1% +$11.9K 0.03% 252
2024
Q4 		$958K Buy
27,013
+500
+2% +$18.3K 0.03% 276
2024
Q3 		$1.01M Sell
26,513
-3,501
-12% -$130K 0.03% 261
2024
Q2 		$1.08M Sell
30,014
-110
-0.4% -$4.05K 0.03% 225
2024
Q1 		$1.1M Sell
30,124
-854
-3% -$29.6K 0.04% 223
2023
Q4 		$1.06M Buy
30,978
+227
+0.7% +$7.41K 0.04% 214
2023
Q3 		$1M Buy
30,751
+811
+3% +$27K 0.05% 207
2023
Q2 		$984K Buy
29,940
+4,592
+18% +$151K 0.04% 209
2023
Q1 		$817K Sell
25,348
-1,504
-6% -$48.5K 0.04% 243
2022
Q4 		$816K Buy
26,852
+245
+0.9% +$7.11K 0.04% 211
2022
Q3 		$685K Sell
26,607
-160
-0.6% -$4.57K 0.04% 212
2022
Q2 		$773K Hold
26,767
– – 0.05% 193
2022
Q1 		$896K Hold
26,767
– – 0.05% 220
2021
Q4 		$878K Sell
26,767
-6,314
-19% -$210K 0.05% 207
2021
Q3 		$1.08M Buy
+33,081
New +$1.09M 0.06% 177

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

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

Valeo Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 41% in Q2 2026, buying an estimated $660K and bringing the position to 41,479 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #162.

Valeo Financial Advisors first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Valeo Financial Advisors held 41,479 shares of Dimensional International Value ETF worth $2.24M as of Q2 2026.
  • Valeo Financial Advisors bought 12,018 Dimensional International Value ETF shares in Q2 2026, an estimated $660K.
  • Dimensional International Value ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Valeo Financial Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.