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

Bannerman Wealth Management Group’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
2025 Q3	–	Sell	-6,978	Closed	-$299K	–	33
2025 Q2	$299K	Hold	6,978	–	–	0.23%	34
2025 Q1	$275K	Hold	6,978	–	–	0.22%	30
2024 Q4	$248K	Buy	+6,978	New	+$256K	0.2%	32

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

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bannerman Wealth Management Group's DFIV Position: Q3 2025 in Review

Bannerman Wealth Management Group sold out of Dimensional International Value ETF (DFIV) in Q3 2025, closing a stake of 6,978 shares — an estimated $299K sold.

Bannerman Wealth Management Group first reported a position in DFIV in Q4 2024 and held it in 3 quarters. The position peaked at $299K in Q2 2025. 722 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

Bannerman Wealth Management Group reported no remaining Dimensional International Value ETF position as of Q3 2025 after selling out during the quarter.
Bannerman Wealth Management Group sold 6,978 Dimensional International Value ETF shares in Q3 2025, an estimated $299K.
Bannerman Wealth Management Group first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 3 quarters.
Bannerman Wealth Management Group's Dimensional International Value ETF position peaked at $299K in Q2 2025.
722 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2025, filed 15 Oct 2025.