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

AE 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 		$10.6M Buy
195,742
+6,527
+3% +$359K 0.05% 298
2026
Q1 		$9.99M Buy
189,215
+3,519
+2% +$186K 0.05% 292
2025
Q4 		$9.27M Sell
185,696
-13,837
-7% -$658K 0.05% 294
2025
Q3 		$9.2M Sell
199,533
-9,411
-5% -$421K 0.06% 282
2025
Q2 		$8.95M Buy
208,944
+17,349
+9% +$707K 0.07% 264
2025
Q1 		$7.54M Buy
191,595
+8,662
+5% +$331K 0.06% 276
2024
Q4 		$6.49M Buy
182,933
+17,817
+11% +$653K 0.06% 299
2024
Q3 		$6.29M Buy
165,116
+12,858
+8% +$476K 0.06% 295
2024
Q2 		$5.47M Buy
152,258
+10,974
+8% +$404K 0.05% 309
2024
Q1 		$5.19M Buy
141,284
+5,035
+4% +$175K 0.06% 291
2023
Q4 		$4.63M Buy
136,249
+24,386
+22% +$796K 0.02% 620
2023
Q3 		$3.65M Buy
111,863
+18,884
+20% +$629K 0.02% 636
2023
Q2 		$3.05M Buy
92,979
+21,011
+29% +$690K 0.02% 703
2023
Q1 		$2.32M Buy
71,968
+15,813
+28% +$510K 0.01% 746
2022
Q4 		$1.71M Buy
56,155
+11,774
+27% +$342K 0.01% 800
2022
Q3 		$1.14M Buy
44,381
+9,081
+26% +$260K 0.01% 893
2022
Q2 		$1.02M Buy
+35,300
New +$1.13M 0.01% 883

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

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

AE Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 3.4% in Q2 2026, buying an estimated $359K and bringing the position to 195,742 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #298.

AE Wealth Management first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • AE Wealth Management held 195,742 shares of Dimensional International Value ETF worth $10.6M as of Q2 2026.
  • AE Wealth Management bought 6,527 Dimensional International Value ETF shares in Q2 2026, an estimated $359K.
  • Dimensional International Value ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #298 holding.
  • AE Wealth Management first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.