BFG
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Berger Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Berger Financial Group’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 		$1.47M Buy
27,910
+5
+0% +$265 0.08% 173
2025
Q4 		$1.39M Buy
27,905
+18
+0.1% +$855 0.08% 178
2025
Q3 		$1.29M Buy
27,887
+10
+0% +$447 0.08% 178
2025
Q2 		$1.19M Buy
27,877
+358
+1% +$14.6K 0.08% 177
2025
Q1 		$1.08M Buy
27,519
+923
+3% +$35.2K 0.08% 179
2024
Q4 		$944K Buy
+26,596
New +$975K 0.07% 177

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

Berger Financial Group's DFIV Position: Q1 2026 in Review

Berger Financial Group increased its Dimensional International Value ETF (DFIV) stake by 0.02% in Q1 2026, buying an estimated $265 and bringing the position to 27,910 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #173.

Berger Financial Group first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Berger Financial Group held 27,910 shares of Dimensional International Value ETF worth $1.47M as of Q1 2026.
  • Berger Financial Group bought 5 Dimensional International Value ETF shares in Q1 2026, an estimated $265.
  • Dimensional International Value ETF made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #173 holding.
  • Berger Financial Group first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.