FJWM
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Ferguson Johnson Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Ferguson Johnson 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 		$2.91M Buy
53,901
+3,796
+8% +$209K 2.12% 13
2026
Q1 		$2.64M Sell
50,105
-2,408
-5% -$128K 2.15% 12
2025
Q4 		$2.62M Buy
+52,513
New +$2.5M 2.18% 12

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

Ferguson Johnson Wealth Management's DFIV Position: Q2 2026 in Review

Ferguson Johnson Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 7.6% in Q2 2026, buying an estimated $209K and bringing the position to 53,901 shares worth $2.91M. The position accounts for 2.12% of the portfolio, ranked #13.

Ferguson Johnson Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Ferguson Johnson Wealth Management held 53,901 shares of Dimensional International Value ETF worth $2.91M as of Q2 2026.
  • Ferguson Johnson Wealth Management bought 3,796 Dimensional International Value ETF shares in Q2 2026, an estimated $209K.
  • Dimensional International Value ETF made up 2.12% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Ferguson Johnson Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.