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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
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

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. 894 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.
  • 894 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.