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Bridge Generations Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Bridge Generations Wealth Management’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 		$1.36M Sell
25,732
-7,459
-22% -$395K 0.78% 22
2025
Q4 		$1.66M Hold
33,191
– – 1.03% 21
2025
Q3 		$1.53M Sell
33,191
-42,595
-56% -$1.91M 1.02% 21
2025
Q2 		$3.25M Hold
75,786
– – 1.97% 14
2025
Q1 		$2.98M Sell
75,786
-1,401
-2% -$53.5K 1.87% 15
2024
Q4 		$2.74M Buy
+77,187
New +$2.83M 1.81% 15

Other funds holding DFIV

Northwestern Mutual Wealth Management
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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

Bridge Generations Wealth Management's DFIV Position: Q1 2026 in Review

Bridge Generations Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 22% in Q1 2026, selling an estimated $395K and leaving 25,732 shares worth $1.36M. The position accounts for 0.78% of the portfolio, ranked #22.

Bridge Generations Wealth Management first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.25M in Q2 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Bridge Generations Wealth Management held 25,732 shares of Dimensional International Value ETF worth $1.36M as of Q1 2026.
  • Bridge Generations Wealth Management sold 7,459 Dimensional International Value ETF shares in Q1 2026, an estimated $395K.
  • Dimensional International Value ETF made up 0.78% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Bridge Generations Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's Dimensional International Value ETF position peaked at $3.25M in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.