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 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 $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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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