Aegis Wealth Management (Maryland)’s Dimensional International Value ETF DFIV Stock Holding History

Aegis Wealth Management (Maryland)’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	$3.65M	Hold	67,622	–	–	1.72%	15
2026 Q1	$3.57M	Sell	67,622 -142	-0.2%	-$7.53K	2.04%	15
2025 Q4	$3.38M	Hold	67,764	–	–	1.91%	16
2025 Q3	$3.13M	Hold	67,764	–	–	1.67%	18
2025 Q2	$2.67M	Hold	67,764	–	–	1.6%	21
2025 Q1	$2.67M	Sell	67,764 -195	-0.3%	-$7.44K	1.57%	21
2024 Q4	$2.41M	Buy	+67,959	New	+$2.49M	1.63%	18

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

Aegis Wealth Management (Maryland)'s DFIV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 67,622 shares worth $3.65M. The position accounts for 1.72% of the portfolio, ranked #15.

Aegis Wealth Management (Maryland) first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 889 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Aegis Wealth Management (Maryland) held 67,622 shares of Dimensional International Value ETF worth $3.65M as of Q2 2026.
Aegis Wealth Management (Maryland) left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 1.72% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #15 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
889 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.