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Family Management’s Dimensional International Value ETF DFIV Stock Holding History

Family 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 		$349K Sell
6,457
-55,661
-90% -$3.06M 0.04% 204
2026
Q1 		$3.28M Buy
+62,118
New +$3.29M 0.39% 61
2022
Q3 		– Sell
-191,322
Closed -$5.53M – 162
2022
Q2 		$5.53M Buy
+191,322
New +$6.1M 1.49% 20

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

Family Management's DFIV Position: Q2 2026 in Review

Family Management reduced its Dimensional International Value ETF (DFIV) stake by 90% in Q2 2026, selling an estimated $3.06M and leaving 6,457 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #204.

Family Management first reported a position in DFIV in Q2 2022 and has held it in 3 quarters since. The position peaked at $5.53M in Q2 2022. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Family Management held 6,457 shares of Dimensional International Value ETF worth $349K as of Q2 2026.
  • Family Management sold 55,661 Dimensional International Value ETF shares in Q2 2026, an estimated $3.06M.
  • Dimensional International Value ETF made up 0.04% of Family Management's portfolio in Q2 2026, its #204 holding.
  • Family Management first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 3 quarters since.
  • Family Management's Dimensional International Value ETF position peaked at $5.53M in Q2 2022.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.