Vance Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Vance Wealth’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	$7.11M	Buy	131,564 +30,314	+30%	+$1.67M	1.6%	14
2026 Q1	$5.34M	Buy	101,250 +30,506	+43%	+$1.62M	1.54%	12
2025 Q4	$3.53M	Buy	70,744 +5,404	+8%	+$257K	1.05%	22
2025 Q3	$3.01M	Buy	65,340 +13,094	+25%	+$586K	0.93%	25
2025 Q2	$2.24M	Sell	52,246 -10,444	-17%	-$425K	0.75%	33
2025 Q1	$2.47M	Buy	62,690 +11,949	+24%	+$456K	0.93%	24
2024 Q4	$1.8M	Buy	50,741 +7,594	+18%	+$278K	0.7%	35
2024 Q3	$1.64M	Buy	43,147 +8,648	+25%	+$320K	0.62%	36
2024 Q2	$1.24M	Buy	34,499 +28,115	+440%	+$1.04M	0.51%	38
2024 Q1	$235K	Buy	+6,384	New	+$221K	0.09%	84

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

Vance Wealth's DFIV Position: Q2 2026 in Review

Vance Wealth increased its Dimensional International Value ETF (DFIV) stake by 30% in Q2 2026, buying an estimated $1.67M and bringing the position to 131,564 shares worth $7.11M. The position accounts for 1.6% of the portfolio, ranked #14.

Vance Wealth first reported a position in DFIV in Q1 2024 and has held it in 10 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Vance Wealth held 131,564 shares of Dimensional International Value ETF worth $7.11M as of Q2 2026.
Vance Wealth bought 30,314 Dimensional International Value ETF shares in Q2 2026, an estimated $1.67M.
Dimensional International Value ETF made up 1.6% of Vance Wealth's portfolio in Q2 2026, its #14 holding.
Vance Wealth first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 10 quarters since.
893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.