Financial Harvest’s Dimensional International Value ETF DFIV Stock Holding History

Financial Harvest’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	$466K	Hold	8,831	–	–	0.27%	31
2025 Q4	$441K	Hold	8,831	–	–	0.27%	35
2025 Q3	$407K	Sell	8,831 -2,763	-24%	-$124K	0.27%	34
2025 Q2	$497K	Buy	+11,594	New	+$472K	0.37%	31
2025 Q1	–	Sell	-15,379	Closed	-$546K	–	68
2024 Q4	$546K	Buy	+15,379	New	+$564K	0.46%	28

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Financial Harvest's DFIV Position: Q1 2026 in Review

Financial Harvest held its Dimensional International Value ETF (DFIV) position steady in Q1 2026 at 8,831 shares worth $466K. The position accounts for 0.27% of the portfolio, ranked #31.

Financial Harvest first reported a position in DFIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $546K in Q4 2024. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Financial Harvest held 8,831 shares of Dimensional International Value ETF worth $466K as of Q1 2026.
Financial Harvest left its Dimensional International Value ETF share count unchanged in Q1 2026.
Dimensional International Value ETF made up 0.27% of Financial Harvest's portfolio in Q1 2026, its #31 holding.
Financial Harvest first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 5 quarters since.
Financial Harvest's Dimensional International Value ETF position peaked at $546K in Q4 2024.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.