West Financial Advisors’s Dimensional International Value ETF DFIV Stock Holding History

West Financial Advisors’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	$249K	Buy	4,607 +3,941	+592%	+$217K	0.04%	57
2026 Q1	$35.2K	Hold	666	–	–	0.01%	110
2025 Q4	$33.2K	Hold	666	–	–	0.01%	113
2025 Q3	$30.7K	Hold	666	–	–	0.01%	121
2025 Q2	$28.5K	Hold	666	–	–	0.01%	124
2025 Q1	$26.2K	Hold	666	–	–	0.01%	125
2024 Q4	$23.6K	Hold	666	–	–	﹤0.01%	128
2024 Q3	$25.4K	Hold	666	–	–	﹤0.01%	118
2024 Q2	$23.9K	Buy	+666	New	+$24.5K	0.01%	101

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 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

West Financial Advisors's DFIV Position: Q2 2026 in Review

West Financial Advisors increased its Dimensional International Value ETF (DFIV) stake by 592% in Q2 2026, buying an estimated $217K and bringing the position to 4,607 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #57.

West Financial Advisors first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

West Financial Advisors held 4,607 shares of Dimensional International Value ETF worth $249K as of Q2 2026.
West Financial Advisors bought 3,941 Dimensional International Value ETF shares in Q2 2026, an estimated $217K.
Dimensional International Value ETF made up 0.04% of West Financial Advisors's portfolio in Q2 2026, its #57 holding.
West Financial Advisors first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.