FCG
DFIV icon

Financial Connections Group’s Dimensional International Value ETF DFIV Stock Holding History

Financial Connections Group’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 		$16.9M Sell
320,867
-11,508
-3% -$610K 5.89% 3
2025
Q4 		$16.6M Buy
332,375
+29,173
+10% +$1.39M 5.7% 3
2025
Q3 		$14M Buy
303,202
+1,868
+0.6% +$83.6K 5.46% 4
2025
Q2 		$12.9M Buy
301,334
+4,764
+2% +$194K 5.32% 4
2025
Q1 		$11.7M Buy
296,570
+29,843
+11% +$1.14M 5.24% 4
2024
Q4 		$9.46M Buy
266,727
+7,807
+3% +$286K 4.55% 7
2024
Q3 		$9.86M Buy
258,920
+10,764
+4% +$398K 4.85% 8
2024
Q2 		$8.92M Buy
248,156
+2,013
+0.8% +$74.1K 4.63% 8
2024
Q1 		$9.05M Buy
246,143
+19,194
+8% +$665K 9.91% 3
2023
Q4 		$7.8M Sell
226,949
-672
-0.3% -$21.9K 5.05% 6
2023
Q3 		$7.42M Buy
227,621
+5,172
+2% +$172K 9.16% 4
2023
Q2 		$7.31M Sell
222,449
-773
-0.3% -$25.4K 4.79% 7
2023
Q1 		$7.19M Buy
223,222
+210
+0.1% +$6.78K 5.11% 7
2022
Q4 		$6.78M Sell
223,012
-6,146
-3% -$178K 5.35% 7
2022
Q3 		$5.9M Buy
229,158
+13,642
+6% +$390K 4.98% 6
2022
Q2 		$6.23M Buy
215,516
+214,906
+35,230% +$6.85M 5.49% 4
2022
Q1 		$20K Hold
610
– – 0.02% 148
2021
Q4 		$20K Buy
+610
New +$20.2K 0.02% 156

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Connections Group's DFIV Position: Q1 2026 in Review

Financial Connections Group reduced its Dimensional International Value ETF (DFIV) stake by 3.5% in Q1 2026, selling an estimated $610K and leaving 320,867 shares worth $16.9M. The position accounts for 5.89% of the portfolio, ranked #3.

Financial Connections Group first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. 853 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Financial Connections Group held 320,867 shares of Dimensional International Value ETF worth $16.9M as of Q1 2026.
  • Financial Connections Group sold 11,508 Dimensional International Value ETF shares in Q1 2026, an estimated $610K.
  • Dimensional International Value ETF made up 5.89% of Financial Connections Group's portfolio in Q1 2026, its #3 holding.
  • Financial Connections Group first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.