Concord Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

Concord Wealth Partners’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	$317K	Buy	5,875 +57	+1%	+$3.13K	0.04%	178
2026 Q1	$307K	Buy	5,818 +2,368	+69%	+$125K	0.04%	165
2025 Q4	$172K	Buy	3,450 +211	+7%	+$10K	0.02%	208
2025 Q3	$149K	Buy	3,239 +6	+0.2%	+$268	0.02%	220
2025 Q2	$138K	Buy	3,233 +717	+28%	+$29.2K	0.02%	239
2025 Q1	$99K	Buy	+2,516	New	+$96K	0.02%	248
2022 Q3	–	Sell	-700	Closed	-$20K	–	381
2022 Q2	$20K	Buy	+700	New	+$22.3K	0.01%	540

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Concord Wealth Partners's DFIV Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional International Value ETF (DFIV) stake by 0.98% in Q2 2026, buying an estimated $3.13K and bringing the position to 5,875 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #178.

Concord Wealth Partners first reported a position in DFIV in Q2 2022 and has held it in 7 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Concord Wealth Partners held 5,875 shares of Dimensional International Value ETF worth $317K as of Q2 2026.
Concord Wealth Partners bought 57 Dimensional International Value ETF shares in Q2 2026, an estimated $3.13K.
Dimensional International Value ETF made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #178 holding.
Concord Wealth Partners first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 7 quarters since.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.