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Clearstead Trust’s Dimensional International Value ETF DFIV Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-12,500
Closed -$577K – 1147
2025
Q3 		$577K Hold
12,500
– – 0.1% 102
2025
Q2 		$535K Buy
+12,500
New +$509K 0.1% 100

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Trust's DFIV Position: Q4 2025 in Review

Clearstead Trust sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 12,500 shares — an estimated $577K sold.

Clearstead Trust first reported a position in DFIV in Q2 2025 and held it in 2 quarters. The position peaked at $577K in Q3 2025. 803 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • Clearstead Trust reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 12,500 Dimensional International Value ETF shares in Q4 2025, an estimated $577K.
  • Clearstead Trust first reported a position in Dimensional International Value ETF in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Dimensional International Value ETF position peaked at $577K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.