Congress Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Congress Wealth Management’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 Q2	$495K	Buy	11,566 +523	+5%	+$21.3K	﹤0.01%	929
2025 Q1	$437K	Buy	+11,043	New	+$421K	0.01%	851
2024 Q4	–	Sell	-5,260	Closed	-$200K	–	881
2024 Q3	$200K	Buy	+5,260	New	+$195K	﹤0.01%	824
2022 Q4	–	Sell	-8,079	Closed	-$208K	–	561
2022 Q3	$208K	Buy	+8,079	New	+$231K	0.01%	523
2022 Q2	–	Sell	-92,584	Closed	-$3.1M	–	563
2022 Q1	$3.1M	Buy	92,584 +1,715	+2%	+$57.9K	0.07%	264
2021 Q4	$2.98M	Buy	+90,869	New	+$3.02M	0.06%	274

Other funds holding DFIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Congress Wealth Management's DFIV Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 4.7% in Q2 2025, buying an estimated $21.3K and bringing the position to 11,566 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Congress Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.1M in Q1 2022. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

Congress Wealth Management held 11,566 shares of Dimensional International Value ETF worth $495K as of Q2 2025.
Congress Wealth Management bought 523 Dimensional International Value ETF shares in Q2 2025, an estimated $21.3K.
Dimensional International Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #929 holding.
Congress Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's Dimensional International Value ETF position peaked at $3.1M in Q1 2022.
690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.