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Cogent Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Cogent Private Wealth’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 		$288K Hold
5,326
– – 0.18% 95
2026
Q1 		$281K Hold
5,326
– – 0.2% 76
2025
Q4 		$266K Buy
+5,326
New +$253K 0.2% 80

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

Cogent Private Wealth's DFIV Position: Q2 2026 in Review

Cogent Private Wealth held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 5,326 shares worth $288K. The position accounts for 0.18% of the portfolio, ranked #95.

Cogent Private Wealth first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cogent Private Wealth held 5,326 shares of Dimensional International Value ETF worth $288K as of Q2 2026.
  • Cogent Private Wealth left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.18% of Cogent Private Wealth's portfolio in Q2 2026, its #95 holding.
  • Cogent Private Wealth first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.