Baron Wealth Management’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Baron Wealth Management’s Portfolio DIVI Stock Details DIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.3M	Buy	757,436 +8,461	+1%	+$369K	8.31%	3
2026 Q2	$32M	Buy	748,975 +9,325	+1%	+$396K	8.3%	3
2026 Q1	$29.4M	Buy	739,650 +12,704	+2%	+$518K	8.81%	2
2025 Q4	$28.3M	Buy	726,946 +19,931	+3%	+$761K	8.71%	3
2025 Q3	$26.4M	Buy	707,015 +28,311	+4%	+$1.03M	8.73%	3
2025 Q2	$24.2M	Buy	678,704 +328,437	+94%	+$11.2M	8.57%	3
2025 Q1	$11.4M	Buy	+350,267	New	+$11.2M	5.02%	4

Other funds holding DIVI

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

Powers Advisory Group Highland, Illinois $330M AUM 11.85% 1-Year Est. Return

Defined Wealth Management Beaverton, Oregon $195M AUM 18.18% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Baron Wealth Management's DIVI Position: Q3 2026 in Review

Baron Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 1.1% in Q3 2026, buying an estimated $369K and bringing the position to 757,436 shares worth $32.3M. The position accounts for 8.31% of the portfolio, ranked #3.

Baron Wealth Management first reported a position in DIVI in Q1 2025 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold DIVI as of Q3 2026.

Baron Wealth Management held 757,436 shares of Franklin International Core Dividend Tilt Index ETF worth $32.3M as of Q3 2026.
Baron Wealth Management bought 8,461 Franklin International Core Dividend Tilt Index ETF shares in Q3 2026, an estimated $369K.
Franklin International Core Dividend Tilt Index ETF made up 8.31% of Baron Wealth Management's portfolio in Q3 2026, its #3 holding.
Baron Wealth Management first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2025 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.