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Disciplined Equity Management’s Dimensional International Value ETF DFIV Stock Holding History

Disciplined Equity 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 		$22.3M Buy
413,227
+13,410
+3% +$737K 9.89% 5
2026
Q1 		$21.1M Sell
399,817
-16,193
-4% -$858K 10.6% 5
2025
Q4 		$20.8M Buy
416,010
+8,766
+2% +$417K 10.76% 5
2025
Q3 		$18.8M Buy
407,244
+3,424
+0.8% +$153K 10.22% 5
2025
Q2 		$17.3M Buy
403,820
+39,886
+11% +$1.62M 10.15% 5
2025
Q1 		$14.3M Buy
363,934
+3,460
+1% +$132K 9.96% 5
2024
Q4 		$12.8M Sell
360,474
-3,652
-1% -$134K 8.29% 5
2024
Q3 		$13.9M Sell
364,126
-9,257
-2% -$342K 8.75% 5
2024
Q2 		$13.4M Buy
373,383
+2,967
+0.8% +$109K 8.84% 5
2024
Q1 		$13.6M Buy
370,416
+3,372
+0.9% +$117K 9.04% 5
2023
Q4 		$12.6M Buy
367,044
+19,040
+5% +$621K 8.65% 5
2023
Q3 		$11.4M Sell
348,004
-3,684
-1% -$123K 9.49% 5
2023
Q2 		$11.6M Sell
351,688
-895
-0.3% -$29.4K 9.41% 5
2023
Q1 		$11.4M Sell
352,583
-6,587
-2% -$213K 9.62% 5
2022
Q4 		$10.9M Sell
359,170
-3,394
-0.9% -$98.5K 9.66% 5
2022
Q3 		$9.34M Buy
362,564
+14,670
+4% +$419K 9.21% 5
2022
Q2 		$10.1M Buy
347,894
+9,130
+3% +$291K 9.12% 5
2022
Q1 		$11.3M Sell
338,764
-2,652
-0.8% -$89.5K 11.37% 4
2021
Q4 		$11.2M Buy
+341,416
New +$11.3M 10.82% 4

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 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Disciplined Equity Management's DFIV Position: Q2 2026 in Review

Disciplined Equity Management increased its Dimensional International Value ETF (DFIV) stake by 3.4% in Q2 2026, buying an estimated $737K and bringing the position to 413,227 shares worth $22.3M. The position accounts for 9.89% of the portfolio, ranked #5.

Disciplined Equity Management first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Disciplined Equity Management held 413,227 shares of Dimensional International Value ETF worth $22.3M as of Q2 2026.
  • Disciplined Equity Management bought 13,410 Dimensional International Value ETF shares in Q2 2026, an estimated $737K.
  • Dimensional International Value ETF made up 9.89% of Disciplined Equity Management's portfolio in Q2 2026, its #5 holding.
  • Disciplined Equity Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.