CFO
DFIV icon

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

Collective 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
Q2 		$2.74M Sell
50,807
-930
-2% -$51.1K 0.56% 42
2026
Q1 		$2.73M Sell
51,737
-2,465
-5% -$131K 0.61% 38
2025
Q4 		$2.7M Buy
54,202
+3,263
+6% +$155K 0.62% 41
2025
Q3 		$2.35M Buy
50,939
+374
+0.7% +$16.7K 0.56% 47
2025
Q2 		$2.17M Buy
50,565
+21,215
+72% +$864K 0.56% 50
2025
Q1 		$1.16M Sell
29,350
-1,214
-4% -$46.3K 0.31% 65
2024
Q4 		$1.08M Buy
30,564
+2,987
+11% +$110K 0.3% 69
2024
Q3 		$1.05M Sell
27,577
-521
-2% -$19.3K 0.29% 71
2024
Q2 		$1.01M Buy
28,098
+1
+0% +$37 0.3% 76
2024
Q1 		$1.03M Buy
28,097
+15
+0.1% +$520 0.34% 71
2023
Q4 		$965K Buy
28,082
+7,283
+35% +$238K 0.34% 62
2023
Q3 		$678K Hold
20,799
– – 0.26% 81
2023
Q2 		$683K Sell
20,799
-7,906
-28% -$260K 0.27% 80
2023
Q1 		$925K Buy
28,705
+18,905
+193% +$610K 0.38% 59
2022
Q4 		$298K Sell
9,800
-67,201
-87% -$1.95M 0.13% 132
2022
Q3 		$1.98M Buy
77,001
+54,687
+245% +$1.56M 0.99% 32
2022
Q2 		$645K Sell
22,314
-622
-3% -$19.8K 0.28% 93
2022
Q1 		$768K Buy
22,936
+16,142
+238% +$545K 0.29% 91
2021
Q4 		$223K Buy
+6,794
New +$226K 0.09% 174

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

Collective Family Office's DFIV Position: Q2 2026 in Review

Collective Family Office reduced its Dimensional International Value ETF (DFIV) stake by 1.8% in Q2 2026, selling an estimated $51.1K and leaving 50,807 shares worth $2.74M. The position accounts for 0.56% of the portfolio, ranked #42.

Collective Family Office first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Collective Family Office held 50,807 shares of Dimensional International Value ETF worth $2.74M as of Q2 2026.
  • Collective Family Office sold 930 Dimensional International Value ETF shares in Q2 2026, an estimated $51.1K.
  • Dimensional International Value ETF made up 0.56% of Collective Family Office's portfolio in Q2 2026, its #42 holding.
  • Collective Family Office first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.