BC
DFIV icon

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
Q2 		$29.7K Hold
549
– – 0.01% 374
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 $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

Barrett & Company's DFIV Position: Q2 2026 in Review

Barrett & Company held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 549 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #374.

Barrett & Company first reported a position in DFIV in Q3 2022 and has held it in 16 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Barrett & Company held 549 shares of Dimensional International Value ETF worth $29.7K as of Q2 2026.
  • Barrett & Company left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #374 holding.
  • Barrett & Company first reported a position in Dimensional International Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.