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EnRich Financial Partners’s Dimensional International Value ETF DFIV Stock Holding History

EnRich Financial 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 		$16.9M Sell
313,114
-4,934
-2% -$271K 4.02% 10
2026
Q1 		$16.8M Sell
318,048
-3,466
-1% -$184K 4.45% 9
2025
Q4 		$16M Sell
321,514
-1,785
-0.6% -$84.8K 4.37% 9
2025
Q3 		$14.9M Sell
323,299
-1,304
-0.4% -$58.3K 4.24% 10
2025
Q2 		$13.9M Buy
324,603
+19,262
+6% +$785K 4.27% 10
2025
Q1 		$12M Sell
305,341
-3,592
-1% -$137K 4.04% 10
2024
Q4 		$11M Buy
308,933
+3
+0% +$110 3.65% 10
2024
Q3 		$11.8M Buy
308,930
+4,288
+1% +$159K 3.93% 9
2024
Q2 		$10.9M Sell
304,642
-3,565
-1% -$131K 4.02% 9
2024
Q1 		$11.3M Buy
308,207
+1,012
+0.3% +$35.1K 4.24% 9
2023
Q4 		$10.6M Buy
+307,195
New +$10M 4.4% 9

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 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EnRich Financial Partners's DFIV Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional International Value ETF (DFIV) stake by 1.6% in Q2 2026, selling an estimated $271K and leaving 313,114 shares worth $16.9M. The position accounts for 4.02% of the portfolio, ranked #10.

EnRich Financial Partners first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • EnRich Financial Partners held 313,114 shares of Dimensional International Value ETF worth $16.9M as of Q2 2026.
  • EnRich Financial Partners sold 4,934 Dimensional International Value ETF shares in Q2 2026, an estimated $271K.
  • Dimensional International Value ETF made up 4.02% of EnRich Financial Partners's portfolio in Q2 2026, its #10 holding.
  • EnRich Financial Partners first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.