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Bartlett & Co Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Bartlett & Co Wealth Management’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 		$121K Sell
2,248
-1,070
-32% -$58.8K ﹤0.01% 586
2026
Q1 		$180K Buy
3,318
+1,070
+48% +$56.7K ﹤0.01% 480
2025
Q4 		$112K Hold
2,248
– – ﹤0.01% 540
2025
Q3 		$104K Hold
2,248
– – ﹤0.01% 555
2025
Q2 		$96.3K Hold
2,248
– – ﹤0.01% 552
2025
Q1 		$88.5K Hold
2,248
– – ﹤0.01% 560
2024
Q4 		$79.8K Hold
2,248
– – ﹤0.01% 570
2024
Q3 		$85.6K Hold
2,248
– – ﹤0.01% 566
2024
Q2 		$80.8K Hold
2,248
– – ﹤0.01% 581
2024
Q1 		$82.6K Sell
2,248
-1,777
-44% -$61.6K ﹤0.01% 586
2023
Q4 		$138K Buy
4,025
+1,777
+79% +$58K ﹤0.01% 528
2023
Q3 		$73.3K Hold
2,248
– – ﹤0.01% 584
2023
Q2 		$73.8K Hold
2,248
– – ﹤0.01% 590
2023
Q1 		$72.5K Hold
2,248
– – ﹤0.01% 508
2022
Q4 		$68.3K Hold
2,248
– – ﹤0.01% 533
2022
Q3 		$57.9K Hold
2,248
– – ﹤0.01% 545
2022
Q2 		$64.9K Hold
2,248
– – ﹤0.01% 533
2022
Q1 		$75.3K Buy
+2,248
New +$75.9K ﹤0.01% 524
2021
Q4 		– Sell
-2,248
Closed -$73.6K – 510
2021
Q3 		$73.6K Buy
+2,248
New +$74.3K ﹤0.01% 461

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

Bartlett & Co Wealth Management's DFIV Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 32% in Q2 2026, selling an estimated $58.8K and leaving 2,248 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Bartlett & Co Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. The position peaked at $180K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,248 shares of Dimensional International Value ETF worth $121K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 1,070 Dimensional International Value ETF shares in Q2 2026, an estimated $58.8K.
  • Dimensional International Value ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Bartlett & Co Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Bartlett & Co Wealth Management's Dimensional International Value ETF position peaked at $180K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.