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

Bleakley 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
Q2 		$4.03M Sell
74,583
-23,959
-24% -$1.32M 0.05% 291
2026
Q1 		$5.2M Buy
+98,542
New +$5.22M 0.08% 206

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

Bleakley Financial Group's DFIV Position: Q2 2026 in Review

Bleakley Financial Group reduced its Dimensional International Value ETF (DFIV) stake by 24% in Q2 2026, selling an estimated $1.32M and leaving 74,583 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #291.

Bleakley Financial Group first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.2M in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Bleakley Financial Group held 74,583 shares of Dimensional International Value ETF worth $4.03M as of Q2 2026.
  • Bleakley Financial Group sold 23,959 Dimensional International Value ETF shares in Q2 2026, an estimated $1.32M.
  • Dimensional International Value ETF made up 0.05% of Bleakley Financial Group's portfolio in Q2 2026, its #291 holding.
  • Bleakley Financial Group first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Bleakley Financial Group's Dimensional International Value ETF position peaked at $5.2M in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.