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Callan Family Office’s Dimensional International Value ETF DFIV Stock Holding History

Callan Family Office’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 		$1.14M Hold
21,605
– – 0.03% 524
2025
Q4 		$1.08M Hold
21,605
– – 0.02% 526
2025
Q3 		$996K Sell
21,605
-2,745
-11% -$123K 0.03% 376
2025
Q2 		$1.04M Hold
24,350
– – 0.03% 393
2025
Q1 		$958K Buy
+24,350
New +$929K 0.07% 220

Other funds holding DFIV

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

Callan Family Office's DFIV Position: Q1 2026 in Review

Callan Family Office held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 21,605 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #524.

Callan Family Office first reported a position in DFIV in Q1 2025 and has held it in 5 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Callan Family Office held 21,605 shares of Dimensional International Value ETF worth $1.14M as of Q1 2026.
  • Callan Family Office left its Dimensional International Value ETF share count unchanged in Q1 2026.
  • Dimensional International Value ETF made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #524 holding.
  • Callan Family Office first reported a position in Dimensional International Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.