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

Dopkins 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 		$20.6M Sell
382,231
-4,987
-1% -$274K 7.5% 3
2026
Q1 		$20.4M Sell
387,218
-27,890
-7% -$1.48M 8.21% 2
2025
Q4 		$20.7M Sell
415,108
-9,659
-2% -$459K 8.46% 2
2025
Q3 		$19.6M Sell
424,767
-12,383
-3% -$554K 8.26% 2
2025
Q2 		$18.7M Sell
437,150
-3,031
-0.7% -$123K 8.4% 3
2025
Q1 		$17.3M Buy
440,181
+11,820
+3% +$451K 8.81% 3
2024
Q4 		$15.2M Buy
428,361
+157,443
+58% +$5.77M 7.74% 4
2024
Q3 		$10.3M Sell
270,918
-114,850
-30% -$4.25M 8.33% 4
2024
Q2 		$13.9M Buy
385,768
+2,463
+0.6% +$90.7K 8.43% 4
2024
Q1 		$14.1M Buy
383,305
+34,471
+10% +$1.19M 8.48% 4
2023
Q4 		$12M Sell
348,834
-44,510
-11% -$1.45M 9.32% 4
2023
Q3 		$12.8M Buy
393,344
+51,611
+15% +$1.72M 9.71% 4
2023
Q2 		$11.2M Buy
341,733
+8,620
+3% +$283K 10% 4
2023
Q1 		$10.7M Sell
333,113
-6,298
-2% -$203K 10.05% 4
2022
Q4 		$10.3M Buy
339,411
+5,049
+2% +$147K 9.08% 4
2022
Q3 		$8.61M Sell
334,362
-6,128
-2% -$175K 9.65% 4
2022
Q2 		$9.84M Buy
340,490
+4,141
+1% +$132K 10.62% 4
2022
Q1 		$11.3M Sell
336,349
-3,060
-0.9% -$103K 12.23% 3
2021
Q4 		$11.1M Buy
+339,409
New +$11.3M 10.99% 3

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

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

Dopkins Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 1.3% in Q2 2026, selling an estimated $274K and leaving 382,231 shares worth $20.6M. The position accounts for 7.5% of the portfolio, ranked #3.

Dopkins Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.7M in Q4 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Dopkins Wealth Management held 382,231 shares of Dimensional International Value ETF worth $20.6M as of Q2 2026.
  • Dopkins Wealth Management sold 4,987 Dimensional International Value ETF shares in Q2 2026, an estimated $274K.
  • Dimensional International Value ETF made up 7.5% of Dopkins Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Dopkins Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Dopkins Wealth Management's Dimensional International Value ETF position peaked at $20.7M in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.