BJB
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Broadhurst Jeffrey B’s Dimensional International Value ETF DFIV Stock Holding History

Broadhurst Jeffrey B’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 		$1.5M Sell
27,717
-22,505
-45% -$1.24M 3.19% 8
2026
Q1 		$2.65M Buy
50,222
+6
+0% +$318 2.72% 11
2025
Q4 		$2.51M Buy
+50,216
New +$2.39M 2.6% 11

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

Broadhurst Jeffrey B's DFIV Position: Q2 2026 in Review

Broadhurst Jeffrey B reduced its Dimensional International Value ETF (DFIV) stake by 45% in Q2 2026, selling an estimated $1.24M and leaving 27,717 shares worth $1.5M. The position accounts for 3.19% of the portfolio, ranked #8.

Broadhurst Jeffrey B first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q1 2026. 889 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Broadhurst Jeffrey B held 27,717 shares of Dimensional International Value ETF worth $1.5M as of Q2 2026.
  • Broadhurst Jeffrey B sold 22,505 Dimensional International Value ETF shares in Q2 2026, an estimated $1.24M.
  • Dimensional International Value ETF made up 3.19% of Broadhurst Jeffrey B's portfolio in Q2 2026, its #8 holding.
  • Broadhurst Jeffrey B first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Broadhurst Jeffrey B's Dimensional International Value ETF position peaked at $2.65M in Q1 2026.
  • 889 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.