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

Ariadne 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 Q1	$4.1M	Sell	77,636 -361	-0.5%	-$19.1K	1.84%	12
2025 Q4	$4.31M	Sell	77,997 -229	-0.3%	-$10.9K	1.78%	13
2025 Q3	$3.75M	Sell	78,226 -881	-1%	-$39.4K	1.68%	14
2025 Q2	$3.58M	Sell	79,107 -39,127	-33%	-$1.59M	1.71%	14
2025 Q1	$4.82M	Sell	118,234 -42	-0%	-$1.6K	2.52%	10
2024 Q4	$4.47M	Buy	118,276 +25,815	+28%	+$947K	2.05%	11
2024 Q3	$3.46M	Sell	92,461 -1,497	-2%	-$55.4K	1.88%	11
2024 Q2	$3.38M	Buy	+93,958	New	+$3.46M	2.61%	10

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ariadne Wealth Management's DFIV Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.46% in Q1 2026, selling an estimated $19.1K and leaving 77,636 shares worth $4.1M. The position accounts for 1.84% of the portfolio, ranked #12.

Ariadne Wealth Management first reported a position in DFIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Ariadne Wealth Management held 77,636 shares of Dimensional International Value ETF worth $4.1M as of Q1 2026.
Ariadne Wealth Management sold 361 Dimensional International Value ETF shares in Q1 2026, an estimated $19.1K.
Dimensional International Value ETF made up 1.84% of Ariadne Wealth Management's portfolio in Q1 2026, its #12 holding.
Ariadne Wealth Management first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Dimensional International Value ETF position peaked at $4.82M in Q1 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.