Wealthspire Advisors (New York)’s Dimensional International Value ETF DFIV Stock Holding History

Wealthspire Advisors (New York)’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	$5.75M	Buy	106,405 +24,019	+29%	+$1.32M	0.03%	240
2026 Q1	$4.35M	Sell	82,386 -6,574	-7%	-$348K	0.03%	178
2025 Q4	$4.44M	Sell	88,960 -356	-0.4%	-$16.9K	0.04%	175
2025 Q3	$4.12M	Sell	89,316 -15,691	-15%	-$702K	0.02%	182
2025 Q2	$4.5M	Buy	105,007 +1,111	+1%	+$45.3K	0.03%	169
2025 Q1	$4.09M	Sell	103,896 -1,281	-1%	-$48.9K	0.02%	176
2024 Q4	$3.73M	Buy	105,177 +22,318	+27%	+$818K	0.04%	171
2024 Q3	$3.16M	Buy	+82,859	New	+$3.07M	0.03%	182

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s DFIV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional International Value ETF (DFIV) stake by 29% in Q2 2026, buying an estimated $1.32M and bringing the position to 106,405 shares worth $5.75M. The position accounts for 0.03% of the portfolio, ranked #240.

Wealthspire Advisors (New York) first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Wealthspire Advisors (New York) held 106,405 shares of Dimensional International Value ETF worth $5.75M as of Q2 2026.
Wealthspire Advisors (New York) bought 24,019 Dimensional International Value ETF shares in Q2 2026, an estimated $1.32M.
Dimensional International Value ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #240 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.