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

Visionary 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	$13.7M	Buy	253,952 +2,391	+1%	+$131K	0.54%	43
2026 Q1	$13.3M	Buy	251,561 +51,125	+26%	+$2.71M	0.59%	43
2025 Q4	$10M	Buy	200,436 +24,177	+14%	+$1.15M	0.45%	60
2025 Q3	$8.13M	Buy	176,259 +22,513	+15%	+$1.01M	0.38%	73
2025 Q2	$6.58M	Buy	153,746 +8,421	+6%	+$343K	0.34%	80
2025 Q1	$5.72M	Buy	145,325 +5,316	+4%	+$203K	0.34%	80
2024 Q4	$4.97M	Buy	140,009 +16,906	+14%	+$620K	0.29%	93
2024 Q3	$4.69M	Buy	123,103 +9,742	+9%	+$360K	0.29%	91
2024 Q2	$4.07M	Buy	113,361 +1,763	+2%	+$64.9K	0.27%	99
2024 Q1	$4.1M	Sell	111,598 -12,979	-10%	-$450K	0.28%	97
2023 Q4	$4.28M	Buy	124,577 +184	+0.1%	+$6K	0.31%	90
2023 Q3	$4.06M	Buy	124,393 +546	+0.4%	+$18.2K	0.33%	84
2023 Q2	$4.07M	Buy	123,847 +888	+0.7%	+$29.2K	0.33%	79
2023 Q1	$3.96M	Buy	122,959 +27,003	+28%	+$872K	0.34%	78
2022 Q4	$2.92M	Buy	+95,956	New	+$2.78M	0.27%	93

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

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

Visionary Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.95% in Q2 2026, buying an estimated $131K and bringing the position to 253,952 shares worth $13.7M. The position accounts for 0.54% of the portfolio, ranked #43.

Visionary Wealth Advisors first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Visionary Wealth Advisors held 253,952 shares of Dimensional International Value ETF worth $13.7M as of Q2 2026.
Visionary Wealth Advisors bought 2,391 Dimensional International Value ETF shares in Q2 2026, an estimated $131K.
Dimensional International Value ETF made up 0.54% of Visionary Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Visionary Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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