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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
Q2 		– Sell
-8,529
Closed -$450K – 2501
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 $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

Blue Trust Inc's DFIV Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 8,529 shares — an estimated $450K sold.

Blue Trust Inc first reported a position in DFIV in Q2 2023 and held it in 12 quarters. The position peaked at $450K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Blue Trust Inc reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 8,529 Dimensional International Value ETF shares in Q2 2026, an estimated $450K.
  • Blue Trust Inc first reported a position in Dimensional International Value ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Dimensional International Value ETF position peaked at $450K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.