EP Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

EP Wealth Advisors’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 Q1	$381M	Buy	7,226,755 +1,127,902	+18%	+$59.8M	1.88%	11
2025 Q4	$304M	Buy	+6,098,853	New	+$290M	1.58%	14
2025 Q2	$153M	Buy	3,561,564 +554,381	+18%	+$22.6M	1%	24
2025 Q1	$118M	Buy	3,007,183 +341,926	+13%	+$13M	0.95%	25
2024 Q4	$94.6M	Buy	2,665,257 +564,915	+27%	+$20.7M	0.77%	27
2024 Q3	$80M	Buy	2,100,342 +364,359	+21%	+$13.5M	0.69%	31
2024 Q2	$62.4M	Buy	1,735,983 +167,812	+11%	+$6.18M	0.66%	36
2024 Q1	$57.6M	Buy	1,568,171 +71,954	+5%	+$2.49M	0.67%	37
2023 Q4	$51.4M	Buy	1,496,217 +120,225	+9%	+$3.92M	0.66%	43
2023 Q3	$44.9M	Buy	1,375,992 +1,370,666	+25,735%	+$45.7M	0.7%	37
2023 Q2	$37.1M	Hold	5,326	–	–	0.54%	44
2023 Q1	$228K	Sell	5,326 -733,269	-99%	-$23.7M	﹤0.01%	549
2022 Q4	$22.5M	Buy	738,595 +393,616	+114%	+$11.4M	0.4%	60
2022 Q3	$8.89M	Buy	344,979 +159,656	+86%	+$4.56M	0.2%	83
2022 Q2	$5.35M	Buy	185,323 +105,547	+132%	+$3.37M	0.12%	102
2022 Q1	$2.67M	Buy	+79,776	New	+$2.69M	0.06%	171

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EP Wealth Advisors's DFIV Position: Q1 2026 in Review

EP Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 18% in Q1 2026, buying an estimated $59.8M and bringing the position to 7,226,755 shares worth $381M. The position accounts for 1.88% of the portfolio, ranked #11.

EP Wealth Advisors first reported a position in DFIV in Q1 2022 and has held it in 16 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

EP Wealth Advisors held 7,226,755 shares of Dimensional International Value ETF worth $381M as of Q1 2026.
EP Wealth Advisors bought 1,127,902 Dimensional International Value ETF shares in Q1 2026, an estimated $59.8M.
Dimensional International Value ETF made up 1.88% of EP Wealth Advisors's portfolio in Q1 2026, its #11 holding.
EP Wealth Advisors first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 16 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.