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

Valued 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
Q2 		$4.46M Buy
82,598
+7
+0% +$385 1.62% 12
2026
Q1 		$4.36M Buy
82,591
+46,986
+132% +$2.49M 1.77% 11
2025
Q4 		$1.78M Sell
35,605
-599
-2% -$28.5K 0.78% 17
2025
Q3 		$1.67M Sell
36,204
-31
-0.1% -$1.39K 0.77% 17
2025
Q2 		$1.55M Buy
36,235
+18,868
+109% +$768K 0.81% 17
2025
Q1 		$684K Sell
17,367
-133
-0.8% -$5.08K 0.41% 23
2024
Q4 		$621K Sell
17,500
-150
-0.8% -$5.5K 0.39% 22
2024
Q3 		$672K Sell
17,650
-110
-0.6% -$4.07K 0.44% 22
2024
Q2 		$638K Buy
17,760
+324
+2% +$11.9K 0.44% 21
2024
Q1 		$641K Buy
17,436
+512
+3% +$17.7K 0.45% 20
2023
Q4 		$552K Buy
+16,924
New +$552K 0.51% 21

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

Valued Wealth Advisors's DFIV Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.01% in Q2 2026, buying an estimated $385 and bringing the position to 82,598 shares worth $4.46M. The position accounts for 1.62% of the portfolio, ranked #12.

Valued Wealth Advisors first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Valued Wealth Advisors held 82,598 shares of Dimensional International Value ETF worth $4.46M as of Q2 2026.
  • Valued Wealth Advisors bought 7 Dimensional International Value ETF shares in Q2 2026, an estimated $385.
  • Dimensional International Value ETF made up 1.62% of Valued Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Valued Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.