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Bogart Wealth LLC’s Dimensional International Value ETF DFIV Stock Holding History

Bogart Wealth LLC’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 		$54.2K Buy
1,002
+8
+0.8% +$440 ﹤0.01% 521
2026
Q1 		$52.5K Buy
994
+1
+0.1% +$53 ﹤0.01% 478
2025
Q4 		$49.6K Buy
993
+4
+0.4% +$190 ﹤0.01% 472
2025
Q3 		$45.6K Buy
+989
New +$44.2K ﹤0.01% 480

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bogart Wealth LLC's DFIV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dimensional International Value ETF (DFIV) stake by 0.8% in Q2 2026, buying an estimated $440 and bringing the position to 1,002 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Bogart Wealth LLC first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Bogart Wealth LLC held 1,002 shares of Dimensional International Value ETF worth $54.2K as of Q2 2026.
  • Bogart Wealth LLC bought 8 Dimensional International Value ETF shares in Q2 2026, an estimated $440.
  • Dimensional International Value ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #521 holding.
  • Bogart Wealth LLC first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.