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

Vestia Personal 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 Q1	$19.8M	Buy	374,794 +23,050	+7%	+$1.22M	9.29%	1
2025 Q4	$18.1M	Buy	351,744 +3,863	+1%	+$184K	9.22%	1
2025 Q3	$16M	Buy	347,881 +16,919	+5%	+$757K	9.3%	1
2025 Q2	$14.2M	Buy	330,962 +44,698	+16%	+$1.82M	9.71%	1
2025 Q1	$11.3M	Buy	286,264 +14,354	+5%	+$548K	8.91%	2
2024 Q4	$9.65M	Buy	271,910 +28,682	+12%	+$1.05M	7.94%	4
2024 Q3	$9.26M	Buy	243,228 +4,562	+2%	+$169K	8.73%	2
2024 Q2	$8.58M	Buy	+238,666	New	+$8.79M	9.15%	2

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFIV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 6.6% in Q1 2026, buying an estimated $1.22M and bringing the position to 374,794 shares worth $19.8M. The position accounts for 9.29% of the portfolio, ranked #1.

Vestia Personal Wealth Advisors first reported a position in DFIV in Q2 2024 and has held it in 8 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Vestia Personal Wealth Advisors held 374,794 shares of Dimensional International Value ETF worth $19.8M as of Q1 2026.
Vestia Personal Wealth Advisors bought 23,050 Dimensional International Value ETF shares in Q1 2026, an estimated $1.22M.
Dimensional International Value ETF made up 9.29% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 8 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.