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

Fonville 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 		$16.4M Buy
303,321
+14,549
+5% +$800K 2.68% 11
2026
Q1 		$15.2M Buy
288,772
+13,625
+5% +$722K 2.9% 9
2025
Q4 		$13.7M Buy
275,147
+15,455
+6% +$734K 2.81% 10
2025
Q3 		$12M Buy
259,692
+10,104
+4% +$452K 2.69% 10
2025
Q2 		$10.7M Buy
249,588
+21,806
+10% +$888K 2.71% 10
2025
Q1 		$8.97M Buy
227,782
+15,978
+8% +$610K 2.64% 11
2024
Q4 		$7.51M Buy
211,804
+31,018
+17% +$1.14M 2.48% 12
2024
Q3 		$6.88M Buy
180,786
+9,448
+6% +$350K 2.38% 13
2024
Q2 		$6.16M Buy
171,338
+18,545
+12% +$683K 2.44% 12
2024
Q1 		$5.62M Buy
152,793
+20,774
+16% +$720K 2.49% 12
2023
Q4 		$4.54M Buy
+132,019
New +$4.31M 2.41% 14

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

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

Fonville Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 5% in Q2 2026, buying an estimated $800K and bringing the position to 303,321 shares worth $16.4M. The position accounts for 2.68% of the portfolio, ranked #11.

Fonville Wealth Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Fonville Wealth Management held 303,321 shares of Dimensional International Value ETF worth $16.4M as of Q2 2026.
  • Fonville Wealth Management bought 14,549 Dimensional International Value ETF shares in Q2 2026, an estimated $800K.
  • Dimensional International Value ETF made up 2.68% of Fonville Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Fonville Wealth Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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