Focus Partners Wealth
DFIV icon

Focus Partners Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Focus Partners Wealth’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 		$715M Sell
13,542,022
-281,444
-2% -$14.9M 0.8% 23
2025
Q4 		$690M Buy
13,823,466
+1,543,164
+13% +$73.3M 0.79% 26
2025
Q3 		$566M Buy
12,280,302
+599,488
+5% +$26.8M 0.91% 29
2025
Q2 		$500M Sell
11,680,814
-563,150
-5% -$22.9M 1.08% 18
2025
Q1 		$482M Buy
12,243,964
+639,870
+6% +$24.4M 1.21% 13
2024
Q4 		$412M Buy
11,604,094
+351,384
+3% +$12.9M 1.07% 16
2024
Q3 		$429M Buy
+11,252,710
New +$416M 1.37% 10

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth's DFIV Position: Q1 2026 in Review

Focus Partners Wealth reduced its Dimensional International Value ETF (DFIV) stake by 2% in Q1 2026, selling an estimated $14.9M and leaving 13,542,022 shares worth $715M. The position accounts for 0.8% of the portfolio, ranked #23.

Focus Partners Wealth first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Focus Partners Wealth held 13,542,022 shares of Dimensional International Value ETF worth $715M as of Q1 2026.
  • Focus Partners Wealth sold 281,444 Dimensional International Value ETF shares in Q1 2026, an estimated $14.9M.
  • Dimensional International Value ETF made up 0.8% of Focus Partners Wealth's portfolio in Q1 2026, its #23 holding.
  • Focus Partners Wealth first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.