WA
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Waverly Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Waverly 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 		$50.8M Buy
940,947
+741,154
+371% +$40.7M 0.29% 74
2026
Q1 		$10.5M Buy
199,793
+10,240
+5% +$543K 0.08% 242
2025
Q4 		$9.46M Buy
189,553
+28,593
+18% +$1.36M 0.08% 252
2025
Q3 		$7.42M Buy
160,960
+5,234
+3% +$234K 0.07% 254
2025
Q2 		$6.67M Sell
155,726
-8,548
-5% -$348K 0.07% 251
2025
Q1 		$6.47M Sell
164,274
-1,667
-1% -$63.6K 0.08% 238
2024
Q4 		$5.89M Buy
165,941
+3,203
+2% +$117K 0.09% 191
2024
Q3 		$6.2M Buy
162,738
+8,196
+5% +$303K 0.11% 165
2024
Q2 		$5.55M Buy
+154,542
New +$5.69M 0.11% 170

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

Waverly Advisors's DFIV Position: Q2 2026 in Review

Waverly Advisors increased its Dimensional International Value ETF (DFIV) stake by 371% in Q2 2026, buying an estimated $40.7M and bringing the position to 940,947 shares worth $50.8M. The position accounts for 0.29% of the portfolio, ranked #74.

Waverly 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.

  • Waverly Advisors held 940,947 shares of Dimensional International Value ETF worth $50.8M as of Q2 2026.
  • Waverly Advisors bought 741,154 Dimensional International Value ETF shares in Q2 2026, an estimated $40.7M.
  • Dimensional International Value ETF made up 0.29% of Waverly Advisors's portfolio in Q2 2026, its #74 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.