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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
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 $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Curi RMB Capital's DFIV Position: Q1 2026 in Review

Curi RMB Capital increased its Dimensional International Value ETF (DFIV) stake by 1.3% in Q1 2026, buying an estimated $24.2K and bringing the position to 35,054 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #347.

Curi RMB Capital first reported a position in DFIV in Q1 2024 and has held it in 9 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Curi RMB Capital held 35,054 shares of Dimensional International Value ETF worth $1.85M as of Q1 2026.
  • Curi RMB Capital bought 456 Dimensional International Value ETF shares in Q1 2026, an estimated $24.2K.
  • Dimensional International Value ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #347 holding.
  • Curi RMB Capital first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.