FWM
DFIV icon

FMB Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

FMB Wealth Management’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 		$4.35M Sell
80,607
-540
-0.7% -$29.7K 1.6% 18
2026
Q1 		$4.28M Sell
81,147
-1,429
-2% -$75.7K 1.77% 16
2025
Q4 		$4.12M Sell
82,576
-30
-0% -$1.43K 1.63% 18
2025
Q3 		$3.81M Sell
82,606
-87
-0.1% -$3.89K 1.61% 18
2025
Q2 		$3.54M Sell
82,693
-114
-0.1% -$4.64K 1.69% 18
2025
Q1 		$3.26M Sell
82,807
-658
-0.8% -$25.1K 1.8% 18
2024
Q4 		$2.96M Sell
83,465
-258
-0.3% -$9.46K 1.67% 18
2024
Q3 		$3.19M Sell
83,723
-921
-1% -$34.1K 1.8% 17
2024
Q2 		$3.04M Sell
84,644
-1,052
-1% -$38.7K 2.31% 14
2024
Q1 		$3.15M Hold
85,696
– – 2.51% 13
2023
Q4 		$2.94M Sell
85,696
-125
-0.1% -$4.08K 2.69% 13
2023
Q3 		$2.8M Hold
85,821
– – 3.01% 13
2023
Q2 		$2.82M Sell
85,821
-222
-0.3% -$7.29K 2.99% 13
2023
Q1 		$2.77M Buy
86,043
+571
+0.7% +$18.4K 3.31% 12
2022
Q4 		$2.6M Buy
+85,472
New +$2.48M 3.34% 11

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

FMB Wealth Management's DFIV Position: Q2 2026 in Review

FMB Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.67% in Q2 2026, selling an estimated $29.7K and leaving 80,607 shares worth $4.35M. The position accounts for 1.6% of the portfolio, ranked #18.

FMB Wealth Management first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • FMB Wealth Management held 80,607 shares of Dimensional International Value ETF worth $4.35M as of Q2 2026.
  • FMB Wealth Management sold 540 Dimensional International Value ETF shares in Q2 2026, an estimated $29.7K.
  • Dimensional International Value ETF made up 1.6% of FMB Wealth Management's portfolio in Q2 2026, its #18 holding.
  • FMB Wealth Management first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.