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 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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Baron Wealth Management's DIVI Position: Q2 2026 in Review

Baron Wealth Management increased its Franklin International Core Dividend Tilt Index ETF (DIVI) stake by 1.3% in Q2 2026, buying an estimated $396K and bringing the position to 748,975 shares worth $32M. The position accounts for 8.3% of the portfolio, ranked #3.

Baron Wealth Management first reported a position in DIVI in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold DIVI as of Q2 2026.

Baron Wealth Management held 748,975 shares of Franklin International Core Dividend Tilt Index ETF worth $32M as of Q2 2026.
Baron Wealth Management bought 9,325 Franklin International Core Dividend Tilt Index ETF shares in Q2 2026, an estimated $396K.
Franklin International Core Dividend Tilt Index ETF made up 8.3% of Baron Wealth Management's portfolio in Q2 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 6 quarters since.
25 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.