WA
DFIV icon

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
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

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return