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FineMark National Bank & Trust’s Dimensional International Value ETF DFIV Stock Holding History

FineMark National Bank & Trust’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
2025
Q4 		$3.82M Buy
76,467
+43,853
+134% +$2.08M 0.12% 137
2025
Q3 		$1.5M Buy
32,614
+19,696
+152% +$881K 0.05% 188
2025
Q2 		$553K Buy
12,918
+2,132
+20% +$86.8K 0.02% 290
2025
Q1 		$425K Buy
10,786
+327
+3% +$12.5K 0.02% 311
2024
Q4 		$371K Hold
10,459
– – 0.01% 324
2024
Q3 		$398K Buy
10,459
+2,326
+29% +$86K 0.01% 316
2024
Q2 		$292K Buy
8,133
+1,360
+20% +$50.1K 0.01% 345
2024
Q1 		$249K Buy
+6,773
New +$235K 0.01% 371

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

FineMark National Bank & Trust's DFIV Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Dimensional International Value ETF (DFIV) stake by 134% in Q4 2025, buying an estimated $2.08M and bringing the position to 76,467 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #137.

FineMark National Bank & Trust first reported a position in DFIV in Q1 2024 and has held it in 8 quarters since. 804 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • FineMark National Bank & Trust held 76,467 shares of Dimensional International Value ETF worth $3.82M as of Q4 2025.
  • FineMark National Bank & Trust bought 43,853 Dimensional International Value ETF shares in Q4 2025, an estimated $2.08M.
  • Dimensional International Value ETF made up 0.12% of FineMark National Bank & Trust's portfolio in Q4 2025, its #137 holding.
  • FineMark National Bank & Trust first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 804 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.