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Barrett & Company’s Dimensional International Value ETF DFIV Stock Holding History

Barrett & Company’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 		$29K Hold
549
– – 0.01% 348
2025
Q4 		$27.4K Hold
549
– – 0.01% 361
2025
Q3 		$25.3K Hold
549
– – 0.01% 381
2025
Q2 		$23.5K Hold
549
– – 0.01% 396
2025
Q1 		$21.6K Hold
549
– – 0.01% 369
2024
Q4 		$19.5K Hold
549
– – 0.01% 372
2024
Q3 		$20.9K Hold
549
– – 0.01% 354
2024
Q2 		$19.7K Hold
549
– – 0.01% 371
2024
Q1 		$20.2K Hold
549
– – 0.01% 368
2023
Q4 		$18.9K Hold
549
– – 0.01% 356
2023
Q3 		$17.9K Hold
549
– – 0.01% 350
2023
Q2 		$18K Hold
549
– – 0.01% 358
2023
Q1 		$17.7K Hold
549
– – 0.01% 337
2022
Q4 		$16.7K Hold
549
– – 0.01% 336
2022
Q3 		$16.7K Buy
+549
New +$15.7K 0.01% 336

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return