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Able Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Able Wealth Management’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 		$408K Sell
7,551
-8,188
-52% -$450K 0.09% 90
2026
Q1 		$831K Sell
15,739
-1,616
-9% -$85.6K 0.22% 66
2025
Q4 		$866K Sell
17,355
-815
-4% -$38.7K 0.27% 54
2025
Q3 		$838K Sell
18,170
-87
-0.5% -$3.89K 0.32% 53
2025
Q2 		$782K Buy
18,257
+757
+4% +$30.8K 0.39% 50
2025
Q1 		$689K Buy
17,500
+635
+4% +$24.2K 0.41% 53
2024
Q4 		$598K Sell
16,865
-110
-0.6% -$4.03K 0.39% 55
2024
Q3 		$646K Buy
16,975
+109
+0.6% +$4.03K 0.49% 47
2024
Q2 		$606K Sell
16,866
-9,590
-36% -$353K 0.5% 42
2024
Q1 		$972K Sell
26,456
-9,414
-26% -$326K 0.85% 26
2023
Q4 		$1.23M Buy
+35,870
New +$1.17M 1.12% 18

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

Able Wealth Management's DFIV Position: Q2 2026 in Review

Able Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 52% in Q2 2026, selling an estimated $450K and leaving 7,551 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #90.

Able Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2023. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Able Wealth Management held 7,551 shares of Dimensional International Value ETF worth $408K as of Q2 2026.
  • Able Wealth Management sold 8,188 Dimensional International Value ETF shares in Q2 2026, an estimated $450K.
  • Dimensional International Value ETF made up 0.09% of Able Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Able Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Able Wealth Management's Dimensional International Value ETF position peaked at $1.23M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.