WFAG
DFIV icon

Wescott Financial Advisory Group’s Dimensional International Value ETF DFIV Stock Holding History

Wescott Financial Advisory Group’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 		$22.6M Buy
418,590
+15,068
+4% +$828K 1.75% 16
2026
Q1 		$21.3M Sell
403,522
-19,454
-5% -$1.03M 1.87% 16
2025
Q4 		$21.1M Buy
422,976
+1,288
+0.3% +$61.2K 1.84% 16
2025
Q3 		$19.4M Sell
421,688
-3,149
-0.7% -$141K 1.74% 15
2025
Q2 		$18.2M Buy
424,837
+739
+0.2% +$30.1K 1.74% 15
2025
Q1 		$16.7M Buy
424,098
+6,362
+2% +$243K 1.73% 15
2024
Q4 		$14.8M Buy
417,736
+12,432
+3% +$456K 1.54% 16
2024
Q3 		$15.4M Buy
405,304
+5,414
+1% +$200K 1.66% 14
2024
Q2 		$14.4M Sell
399,890
-30,713
-7% -$1.13M 1.67% 14
2024
Q1 		$15.8M Buy
430,603
+9,246
+2% +$320K 1.97% 13
2023
Q4 		$14.5M Buy
421,357
+13,035
+3% +$425K 2.03% 13
2023
Q3 		$13.3M Buy
408,322
+6,660
+2% +$222K 2.44% 13
2023
Q2 		$13.2M Buy
401,662
+7,779
+2% +$255K 2.33% 13
2023
Q1 		$12.7M Sell
393,883
-10,430
-3% -$337K 2.76% 10
2022
Q4 		$12.3M Buy
404,313
+26,944
+7% +$782K 2.65% 10
2022
Q3 		$9.72M Buy
377,369
+23,012
+6% +$658K 2.71% 9
2022
Q2 		$10.2M Buy
354,357
+1,341
+0.4% +$42.8K 2.78% 9
2022
Q1 		$11.8M Sell
353,016
-225
-0.1% -$7.59K 3.04% 8
2021
Q4 		$11.6M Buy
353,241
+14,927
+4% +$496K 5.97% 4
2021
Q3 		$11.1M Buy
+338,314
New +$11.2M 6.26% 4

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

Wescott Financial Advisory Group's DFIV Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Dimensional International Value ETF (DFIV) stake by 3.7% in Q2 2026, buying an estimated $828K and bringing the position to 418,590 shares worth $22.6M. The position accounts for 1.75% of the portfolio, ranked #16.

Wescott Financial Advisory Group first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Wescott Financial Advisory Group held 418,590 shares of Dimensional International Value ETF worth $22.6M as of Q2 2026.
  • Wescott Financial Advisory Group bought 15,068 Dimensional International Value ETF shares in Q2 2026, an estimated $828K.
  • Dimensional International Value ETF made up 1.75% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.