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 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

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Mercer Global Advisors

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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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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