DI
DFIV icon

Disciplined Investments’s Dimensional International Value ETF DFIV Stock Holding History

Disciplined Investments’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 		$18.5M Buy
341,670
+19,258
+6% +$1.06M 5.96% 1
2026
Q1 		$17M Buy
322,412
+8,136
+3% +$431K 6.11% 1
2025
Q4 		$15.7M Buy
314,276
+4,541
+1% +$216K 6.03% 1
2025
Q3 		$14.3M Buy
309,735
+7,242
+2% +$324K 5.68% 1
2025
Q2 		$13M Buy
302,493
+18,830
+7% +$767K 5.48% 1
2025
Q1 		$11.2M Buy
283,663
+33,833
+14% +$1.29M 5.13% 1
2024
Q4 		$8.86M Buy
249,830
+13,486
+6% +$495K 4.37% 1
2024
Q3 		$9M Buy
236,344
+21,623
+10% +$800K 4.44% 1
2024
Q2 		$7.72M Buy
214,721
+7,189
+3% +$265K 4.11% 1
2024
Q1 		$7.63M Buy
207,532
+14,317
+7% +$496K 4.16% 2
2023
Q4 		$6.64M Buy
193,215
+20,852
+12% +$680K 3.89% 3
2023
Q3 		$5.62M Sell
172,363
-8,055
-4% -$268K 3.42% 4
2023
Q2 		$5.93M Sell
180,418
-9,026
-5% -$296K 3.17% 4
2023
Q1 		$6.11M Buy
189,444
+20,838
+12% +$673K 2.57% 5
2022
Q4 		$5.13M Buy
168,606
+4,544
+3% +$132K 2.51% 8
2022
Q3 		$4.23M Buy
164,062
+9,428
+6% +$269K 1.94% 14
2022
Q2 		$4.47M Buy
154,634
+30,508
+25% +$973K 2.02% 12
2022
Q1 		$4.16M Buy
124,126
+50,995
+70% +$1.72M 1.72% 18
2021
Q4 		$2.4M Buy
73,131
+19,414
+36% +$644K 1.06% 33
2021
Q3 		$1.76M Buy
+53,717
New +$1.77M 0.85% 37

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 Investments's DFIV Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional International Value ETF (DFIV) stake by 6% in Q2 2026, buying an estimated $1.06M and bringing the position to 341,670 shares worth $18.5M. The position accounts for 5.96% of the portfolio, ranked #1.

Disciplined Investments first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Disciplined Investments held 341,670 shares of Dimensional International Value ETF worth $18.5M as of Q2 2026.
  • Disciplined Investments bought 19,258 Dimensional International Value ETF shares in Q2 2026, an estimated $1.06M.
  • Dimensional International Value ETF made up 5.96% of Disciplined Investments's portfolio in Q2 2026, its #1 holding.
  • Disciplined Investments first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.