BTI
DFIV icon

Blue Trust Inc’s Dimensional International Value ETF DFIV Stock Holding History

Blue Trust Inc’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 		$450K Buy
8,529
+4,185
+96% +$222K 0.01% 513
2025
Q4 		$217K Buy
4,344
+576
+15% +$27.4K ﹤0.01% 750
2025
Q3 		$174K Buy
3,768
+27
+0.7% +$1.21K ﹤0.01% 857
2025
Q2 		$160K Buy
3,741
+1,969
+111% +$80.2K ﹤0.01% 848
2025
Q1 		$69.7K Hold
1,772
– – ﹤0.01% 1166
2024
Q4 		$62.9K Hold
1,772
– – ﹤0.01% 1147
2024
Q3 		$63.7K Hold
1,772
– – ﹤0.01% 1457
2024
Q2 		$65.1K Hold
1,772
– – ﹤0.01% 1147
2024
Q1 		$65.1K Sell
1,772
-1,204
-40% -$41.7K ﹤0.01% 835
2023
Q4 		$97K Buy
2,976
+1,204
+68% +$39.3K ﹤0.01% 686
2023
Q3 		$58K Hold
1,772
– – ﹤0.01% 801
2023
Q2 		$57K Buy
+1,772
New +$58.2K ﹤0.01% 657

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