VPWA
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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
Q2 		$21.5M Buy
398,814
+24,020
+6% +$1.32M 8.41% 2
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
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

Vestia Personal Wealth Advisors's DFIV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 6.4% in Q2 2026, buying an estimated $1.32M and bringing the position to 398,814 shares worth $21.5M. The position accounts for 8.41% of the portfolio, ranked #2.

Vestia Personal Wealth Advisors first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Vestia Personal Wealth Advisors held 398,814 shares of Dimensional International Value ETF worth $21.5M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 24,020 Dimensional International Value ETF shares in Q2 2026, an estimated $1.32M.
  • Dimensional International Value ETF made up 8.41% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.