BWM Planning’s Dimensional International Value ETF DFIV Stock Holding History

BWM Planning’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	$2.17M	Buy	41,109 +130	+0.3%	+$6.89K	0.57%	33
2025 Q4	$2.04M	Hold	40,979	–	–	0.55%	32
2025 Q3	$1.89M	Hold	40,979	–	–	0.56%	31
2025 Q2	$1.76M	Hold	40,979	–	–	0.6%	29
2025 Q1	$1.61M	Hold	40,979	–	–	0.68%	29
2024 Q4	$1.45M	Hold	40,979	–	–	0.63%	30
2024 Q3	$1.56M	Buy	+40,979	New	+$1.52M	0.69%	30

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWM Planning's DFIV Position: Q1 2026 in Review

BWM Planning increased its Dimensional International Value ETF (DFIV) stake by 0.32% in Q1 2026, buying an estimated $6.89K and bringing the position to 41,109 shares worth $2.17M. The position accounts for 0.57% of the portfolio, ranked #33.

BWM Planning first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

BWM Planning held 41,109 shares of Dimensional International Value ETF worth $2.17M as of Q1 2026.
BWM Planning bought 130 Dimensional International Value ETF shares in Q1 2026, an estimated $6.89K.
Dimensional International Value ETF made up 0.57% of BWM Planning's portfolio in Q1 2026, its #33 holding.
BWM Planning first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.