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

Angeles 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	$248K	Buy	4,594 +2,190	+91%	+$120K	0.01%	430
2026 Q1	$127K	Buy	2,404 +2,305	+2,328%	+$122K	0.01%	437
2025 Q4	$4.94K	Buy	+99	New	+$4.71K	﹤0.01%	461
2023 Q3	–	Hold	0	–	–	–	224
2023 Q2	–	Hold	0	–	–	–	217
2023 Q1	–	Hold	0	–	–	–	206

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

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

Angeles Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 91% in Q2 2026, buying an estimated $120K and bringing the position to 4,594 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #430.

Angeles 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.

Angeles Wealth Management held 4,594 shares of Dimensional International Value ETF worth $248K as of Q2 2026.
Angeles Wealth Management bought 2,190 Dimensional International Value ETF shares in Q2 2026, an estimated $120K.
Dimensional International Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #430 holding.
Angeles 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 Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.