First Western Trust Bank’s Dimensional International Value ETF DFIV Stock Holding History

First Western Trust Bank’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	$588K	Sell	10,876 -283	-3%	-$15.6K	0.03%	125
2026 Q1	$589K	Sell	11,159 -4,200	-27%	-$223K	0.03%	113
2025 Q4	$766K	Sell	15,359 -2,959	-16%	-$141K	0.04%	93
2025 Q3	$845K	Sell	18,318 -1,179	-6%	-$52.7K	0.04%	93
2025 Q2	$835K	Hold	19,497	–	–	0.04%	97
2025 Q1	$767K	Sell	19,497 -3,531	-15%	-$135K	0.04%	96
2024 Q4	$817K	Hold	23,028	–	–	0.04%	94
2024 Q3	$877K	Sell	23,028 -1,130	-5%	-$41.8K	0.04%	96
2024 Q2	$868K	Sell	24,158 -20	-0.1%	-$736	0.04%	92
2024 Q1	$889K	Hold	24,178	–	–	0.04%	95
2023 Q4	$831K	Hold	24,178	–	–	0.04%	94
2023 Q3	$789K	Sell	24,178 -6,073	-20%	-$202K	0.04%	95
2023 Q2	$994K	Sell	30,251 -1,413	-4%	-$46.4K	0.05%	90
2023 Q1	$1.02M	Hold	31,664	–	–	0.05%	91
2022 Q4	$963K	Buy	31,664 +3,824	+14%	+$111K	0.06%	88
2022 Q3	$717K	Hold	27,840	–	–	0.05%	98
2022 Q2	$812K	Sell	27,840 -3,482	-11%	-$111K	0.05%	95
2022 Q1	$1.07M	Buy	+31,322	New	+$1.06M	0.05%	91

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

First Western Trust Bank's DFIV Position: Q2 2026 in Review

First Western Trust Bank reduced its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, selling an estimated $15.6K and leaving 10,876 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #125.

First Western Trust Bank first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2022. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

First Western Trust Bank held 10,876 shares of Dimensional International Value ETF worth $588K as of Q2 2026.
First Western Trust Bank sold 283 Dimensional International Value ETF shares in Q2 2026, an estimated $15.6K.
Dimensional International Value ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #125 holding.
First Western Trust Bank first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Dimensional International Value ETF position peaked at $1.07M in Q1 2022.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.