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E-Wealth Partners’s Dimensional International Value ETF DFIV Stock Holding History

E-Wealth Partners’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 		$577K Sell
10,674
-947
-8% -$52K 0.42% 32
2026
Q1 		$613K Sell
11,621
-3,455
-23% -$183K 0.5% 26
2025
Q4 		$752K Buy
+15,076
New +$716K 0.63% 25

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

E-Wealth Partners's DFIV Position: Q2 2026 in Review

E-Wealth Partners reduced its Dimensional International Value ETF (DFIV) stake by 8.1% in Q2 2026, selling an estimated $52K and leaving 10,674 shares worth $577K. The position accounts for 0.42% of the portfolio, ranked #32.

E-Wealth Partners first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $752K in Q4 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • E-Wealth Partners held 10,674 shares of Dimensional International Value ETF worth $577K as of Q2 2026.
  • E-Wealth Partners sold 947 Dimensional International Value ETF shares in Q2 2026, an estimated $52K.
  • Dimensional International Value ETF made up 0.42% of E-Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • E-Wealth Partners first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • E-Wealth Partners's Dimensional International Value ETF position peaked at $752K in Q4 2025.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.