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Wealth Architects’s Dimensional International Value ETF DFIV Stock Holding History

Wealth Architects’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 		$38.2M Sell
707,134
-18,793
-3% -$1.03M 3.02% 9
2026
Q1 		$38.3M Sell
725,927
-7,634
-1% -$405K 3.42% 9
2025
Q4 		$36.6M Sell
733,561
-1,144
-0.2% -$54.4K 3.3% 9
2025
Q3 		$33.9M Sell
734,705
-2,490
-0.3% -$111K 3.2% 9
2025
Q2 		$31.6M Sell
737,195
-16,305
-2% -$664K 3.21% 8
2025
Q1 		$29.7M Buy
753,500
+12,264
+2% +$468K 3.27% 8
2024
Q4 		$26.3M Buy
741,236
+59,416
+9% +$2.18M 2.97% 9
2024
Q3 		$26M Buy
681,820
+33,739
+5% +$1.25M 2.94% 11
2024
Q2 		$23.3M Buy
648,081
+12,042
+2% +$443K 2.85% 12
2024
Q1 		$23.4M Buy
636,039
+39,935
+7% +$1.38M 3.08% 10
2023
Q4 		$20.5M Buy
596,104
+18,306
+3% +$597K 2.87% 11
2023
Q3 		$18.8M Buy
577,798
+26,064
+5% +$868K 3.21% 10
2023
Q2 		$18.1M Buy
551,734
+11,268
+2% +$370K 2.99% 10
2023
Q1 		$17.4M Buy
540,466
+12,927
+2% +$417K 3.08% 10
2022
Q4 		$16M Sell
527,539
-92,828
-15% -$2.69M 3.03% 10
2022
Q3 		$16M Sell
620,367
-11,124
-2% -$318K 3.34% 10
2022
Q2 		$18.2M Sell
631,491
-678,269
-52% -$21.6M 3.56% 10
2022
Q1 		$45.7M Buy
1,309,760
+728,928
+125% +$24.6M 7.77% 2
2021
Q4 		$19.1M Buy
580,832
+46,328
+9% +$1.54M 3.34% 9
2021
Q3 		$17.5M Buy
+534,504
New +$17.7M 3.4% 9

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

Wealth Architects's DFIV Position: Q2 2026 in Review

Wealth Architects reduced its Dimensional International Value ETF (DFIV) stake by 2.6% in Q2 2026, selling an estimated $1.03M and leaving 707,134 shares worth $38.2M. The position accounts for 3.02% of the portfolio, ranked #9.

Wealth Architects first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $45.7M in Q1 2022. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Wealth Architects held 707,134 shares of Dimensional International Value ETF worth $38.2M as of Q2 2026.
  • Wealth Architects sold 18,793 Dimensional International Value ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional International Value ETF made up 3.02% of Wealth Architects's portfolio in Q2 2026, its #9 holding.
  • Wealth Architects first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Wealth Architects's Dimensional International Value ETF position peaked at $45.7M in Q1 2022.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.