Wealth Enhancement Advisory Services
DFIV icon

Wealth Enhancement Advisory Services’s Dimensional International Value ETF DFIV Stock Holding History

Wealth Enhancement Advisory Services’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 		$80.4M Buy
1,450,974
+254,209
+21% +$14M 0.13% 130
2026
Q1 		$63.6M Sell
1,196,765
-822,672
-41% -$43.6M 0.13% 144
2025
Q4 		$102M Sell
2,019,437
-73,576
-4% -$3.5M 0.14% 129
2025
Q3 		$96.8M Buy
2,093,013
+27,977
+1% +$1.25M 0.15% 134
2025
Q2 		$89.4M Buy
2,065,036
+69,386
+3% +$2.83M 0.15% 136
2025
Q1 		$78.5M Buy
1,995,650
+10,686
+0.5% +$408K 0.15% 135
2024
Q4 		$70.4M Buy
1,984,964
+75,116
+4% +$2.75M 0.13% 148
2024
Q3 		$72.7M Sell
1,909,848
-142,939
-7% -$5.29M 0.16% 132
2024
Q2 		$73.8M Buy
2,052,787
+10,791
+0.5% +$397K 0.18% 117
2024
Q1 		$75M Sell
2,041,996
-34,722
-2% -$1.2M 0.19% 110
2023
Q4 		$71.4M Sell
2,076,718
-52,581
-2% -$1.72M 0.21% 109
2023
Q3 		$69.5M Buy
+2,129,299
New +$70.9M 0.23% 93

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 Enhancement Advisory Services's DFIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional International Value ETF (DFIV) stake by 21% in Q2 2026, buying an estimated $14M and bringing the position to 1,450,974 shares worth $80.4M. The position accounts for 0.13% of the portfolio, ranked #130.

Wealth Enhancement Advisory Services first reported a position in DFIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $102M in Q4 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,450,974 shares of Dimensional International Value ETF worth $80.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 254,209 Dimensional International Value ETF shares in Q2 2026, an estimated $14M.
  • Dimensional International Value ETF made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #130 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional International Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional International Value ETF position peaked at $102M in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.