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Curi RMB Capital’s Dimensional International Value ETF DFIV Stock Holding History

Curi RMB Capital’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 		$1.84M Sell
34,108
-946
-3% -$52K 0.03% 353
2026
Q1 		$1.85M Buy
35,054
+456
+1% +$24.2K 0.03% 347
2025
Q4 		$1.73M Buy
34,598
+224
+0.7% +$10.6K 0.03% 361
2025
Q3 		$1.59M Buy
34,374
+38
+0.1% +$1.7K 0.03% 359
2025
Q2 		$1.47M Buy
34,336
+25,885
+306% +$1.05M 0.03% 366
2025
Q1 		$333K Buy
8,451
+30
+0.4% +$1.15K 0.01% 419
2024
Q4 		$299K Sell
8,421
-298
-3% -$10.9K 0.01% 461
2024
Q3 		$332K Buy
8,719
+52
+0.6% +$1.92K 0.01% 473
2024
Q2 		$311K Buy
8,667
+161
+2% +$5.93K 0.01% 474
2024
Q1 		$313K Buy
+8,506
New +$295K 0.01% 495

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curi RMB Capital's DFIV Position: Q2 2026 in Review

Curi RMB Capital reduced its Dimensional International Value ETF (DFIV) stake by 2.7% in Q2 2026, selling an estimated $52K and leaving 34,108 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #353.

Curi RMB Capital first reported a position in DFIV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2026. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Curi RMB Capital held 34,108 shares of Dimensional International Value ETF worth $1.84M as of Q2 2026.
  • Curi RMB Capital sold 946 Dimensional International Value ETF shares in Q2 2026, an estimated $52K.
  • Dimensional International Value ETF made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #353 holding.
  • Curi RMB Capital first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 10 quarters since.
  • Curi RMB Capital's Dimensional International Value ETF position peaked at $1.85M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.