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

Cooke 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
2026
Q2 		$236K Hold
4,375
– – 0.19% 37
2026
Q1 		$231K Buy
+4,375
New +$232K 0.2% 36

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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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cooke Wealth Management's DFIV Position: Q2 2026 in Review

Cooke Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 4,375 shares worth $236K. The position accounts for 0.19% of the portfolio, ranked #37.

Cooke Wealth Management first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Cooke Wealth Management held 4,375 shares of Dimensional International Value ETF worth $236K as of Q2 2026.
  • Cooke Wealth Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.19% of Cooke Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Cooke Wealth Management first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Cooke Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.