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FinDec Wealth Services’s Dimensional International Value ETF DFIV Stock Holding History

FinDec Wealth Services’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 		$293K Sell
5,432
-46
-0.8% -$2.53K 0.35% 23
2026
Q1 		$289K Hold
5,478
– – 0.35% 24
2025
Q4 		$273K Sell
5,478
-127
-2% -$6.04K 0.29% 26
2025
Q3 		$258K Sell
5,605
-2,204
-28% -$98.6K 0.27% 27
2025
Q2 		$334K Sell
7,809
-10,448
-57% -$426K 0.35% 24
2025
Q1 		$719K Sell
18,257
-143,967
-89% -$5.49M 0.71% 21
2024
Q4 		$5.76M Sell
162,224
-15,577
-9% -$571K 4% 9
2024
Q3 		$6.77M Buy
177,801
+5,147
+3% +$190K 3.93% 9
2024
Q2 		$6.21M Sell
172,654
-199
-0.1% -$7.33K 3.92% 9
2024
Q1 		$6.35M Sell
172,853
-2,424
-1% -$84K 3.99% 8
2023
Q4 		$6.02M Buy
175,277
+4,088
+2% +$133K 4.02% 8
2023
Q3 		$5.58M Buy
171,189
+1,494
+0.9% +$49.8K 4.03% 9
2023
Q2 		$5.57M Buy
169,695
+10,525
+7% +$346K 3.9% 10
2023
Q1 		$5.13M Buy
159,170
+67,011
+73% +$2.16M 3.88% 10
2022
Q4 		$2.8M Buy
+92,159
New +$2.67M 2.31% 17

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

FinDec Wealth Services's DFIV Position: Q2 2026 in Review

FinDec Wealth Services reduced its Dimensional International Value ETF (DFIV) stake by 0.84% in Q2 2026, selling an estimated $2.53K and leaving 5,432 shares worth $293K. The position accounts for 0.35% of the portfolio, ranked #23.

FinDec Wealth Services first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.77M in Q3 2024. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • FinDec Wealth Services held 5,432 shares of Dimensional International Value ETF worth $293K as of Q2 2026.
  • FinDec Wealth Services sold 46 Dimensional International Value ETF shares in Q2 2026, an estimated $2.53K.
  • Dimensional International Value ETF made up 0.35% of FinDec Wealth Services's portfolio in Q2 2026, its #23 holding.
  • FinDec Wealth Services first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Dimensional International Value ETF position peaked at $6.77M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.