Beckerman Institutional’s Dimensional International Value ETF DFIV Stock Holding History

Beckerman Institutional’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	$4.03M	Buy	76,368 +4,657	+6%	+$247K	2.14%	11
2025 Q4	$3.58M	Buy	71,711 +3,591	+5%	+$171K	2.01%	11
2025 Q3	$3.14M	Buy	68,120 +4,916	+8%	+$220K	1.85%	13
2025 Q2	$2.71M	Buy	63,204 +11,303	+22%	+$460K	1.8%	15
2025 Q1	$2.04M	Buy	51,901 +18,937	+57%	+$723K	1.48%	17
2024 Q4	$1.17M	Buy	32,964 +23,645	+254%	+$867K	0.94%	33
2024 Q3	$355K	Buy	+9,319	New	+$345K	0.3%	72

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beckerman Institutional's DFIV Position: Q1 2026 in Review

Beckerman Institutional increased its Dimensional International Value ETF (DFIV) stake by 6.5% in Q1 2026, buying an estimated $247K and bringing the position to 76,368 shares worth $4.03M. The position accounts for 2.14% of the portfolio, ranked #11.

Beckerman Institutional first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Beckerman Institutional held 76,368 shares of Dimensional International Value ETF worth $4.03M as of Q1 2026.
Beckerman Institutional bought 4,657 Dimensional International Value ETF shares in Q1 2026, an estimated $247K.
Dimensional International Value ETF made up 2.14% of Beckerman Institutional's portfolio in Q1 2026, its #11 holding.
Beckerman Institutional first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.