AWM
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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
Q2 		$4.15M Sell
76,904
-732
-0.9% -$40.2K 1.84% 11
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
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

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

Ariadne Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.94% in Q2 2026, selling an estimated $40.2K and leaving 76,904 shares worth $4.15M. The position accounts for 1.84% of the portfolio, ranked #11.

Ariadne Wealth Management first reported a position in DFIV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.82M in Q1 2025. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Ariadne Wealth Management held 76,904 shares of Dimensional International Value ETF worth $4.15M as of Q2 2026.
  • Ariadne Wealth Management sold 732 Dimensional International Value ETF shares in Q2 2026, an estimated $40.2K.
  • Dimensional International Value ETF made up 1.84% of Ariadne Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Ariadne Wealth Management first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Dimensional International Value ETF position peaked at $4.82M in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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