AWM
DFIV icon

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

Abound 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 		$25K Buy
462
+7
+2% +$385 0.01% 338
2026
Q1 		$24K Buy
455
+1
+0.2% +$53 0.01% 358
2025
Q4 		$22.7K Buy
+454
New +$21.6K 0.01% 336

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

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

Abound Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 1.5% in Q2 2026, buying an estimated $385 and bringing the position to 462 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #338.

Abound Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Abound Wealth Management held 462 shares of Dimensional International Value ETF worth $25K as of Q2 2026.
  • Abound Wealth Management bought 7 Dimensional International Value ETF shares in Q2 2026, an estimated $385.
  • Dimensional International Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Abound Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.