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Wealthcare Advisory Partners’s Dimensional International Value ETF DFIV Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-6,801
Closed -$339K – 1090
2025
Q4 		$339K Buy
6,801
+1,380
+25% +$65.6K 0.01% 823
2025
Q3 		$250K Sell
5,421
-597
-10% -$26.7K 0.01% 911
2025
Q2 		$258K Buy
6,018
+47
+0.8% +$1.91K 0.01% 844
2025
Q1 		$235K Buy
+5,971
New +$228K 0.01% 826
2024
Q4 		– Sell
-6,595
Closed -$251K – 896
2024
Q3 		$251K Buy
6,595
+141
+2% +$5.22K 0.01% 767
2024
Q2 		$232K Sell
6,454
-1,013
-14% -$37.3K 0.01% 749
2024
Q1 		$274K Buy
7,467
+419
+6% +$14.5K 0.01% 697
2023
Q4 		$242K Sell
7,048
-156
-2% -$5.09K 0.01% 666
2023
Q3 		$235K Buy
7,204
+936
+15% +$31.2K 0.01% 608
2023
Q2 		$206K Sell
6,268
-2,149
-26% -$70.6K 0.01% 676
2023
Q1 		$271K Buy
8,417
+707
+9% +$22.8K 0.01% 607
2022
Q4 		$234K Sell
7,710
-1,189
-13% -$34.5K 0.01% 606
2022
Q3 		$229K Buy
+8,899
New +$254K 0.01% 541

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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

Wealthcare Advisory Partners's DFIV Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Dimensional International Value ETF (DFIV) in Q1 2026, closing a stake of 6,801 shares — an estimated $339K sold.

Wealthcare Advisory Partners first reported a position in DFIV in Q3 2022 and held it in 13 quarters. The position peaked at $339K in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Dimensional International Value ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,801 Dimensional International Value ETF shares in Q1 2026, an estimated $339K.
  • Wealthcare Advisory Partners first reported a position in Dimensional International Value ETF in Q3 2022 and held it in 13 quarters.
  • Wealthcare Advisory Partners's Dimensional International Value ETF position peaked at $339K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.