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

VERITY 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	–	Sell	-6,771	Closed	-$357K	–	82
2026 Q1	$357K	Hold	6,771	–	–	0.24%	61
2025 Q4	$338K	Hold	6,771	–	–	0.21%	67
2025 Q3	$312K	Hold	6,771	–	–	0.2%	64
2025 Q2	$290K	Hold	6,771	–	–	0.19%	68
2025 Q1	$267K	Hold	6,771	–	–	0.2%	67
2024 Q4	$240K	Hold	6,771	–	–	0.17%	68
2024 Q3	$258K	Hold	6,771	–	–	0.18%	67
2024 Q2	$243K	Hold	6,771	–	–	0.18%	68
2024 Q1	$249K	Hold	6,771	–	–	0.19%	68
2023 Q4	$233K	Hold	6,771	–	–	0.2%	65
2023 Q3	$221K	Hold	6,771	–	–	0.21%	65
2023 Q2	$222K	Hold	6,771	–	–	0.2%	66
2023 Q1	$218K	Hold	6,771	–	–	0.2%	68
2022 Q4	$206K	Buy	+6,771	New	+$197K	0.2%	69
2022 Q2	–	Sell	-6,771	Closed	-$227K	–	68
2022 Q1	$227K	Hold	6,771	–	–	0.2%	58
2021 Q4	$222K	Hold	6,771	–	–	0.18%	64
2021 Q3	$222K	Buy	+6,771	New	+$224K	0.2%	61

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

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

VERITY Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 6,771 shares — an estimated $357K sold.

VERITY Wealth Advisors first reported a position in DFIV in Q3 2021 and held it in 17 quarters. The position peaked at $357K in Q1 2026. 899 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

VERITY Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
VERITY Wealth Advisors sold 6,771 Dimensional International Value ETF shares in Q2 2026, an estimated $357K.
VERITY Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2021 and held it in 17 quarters.
VERITY Wealth Advisors's Dimensional International Value ETF position peaked at $357K in Q1 2026.
899 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.