Formidable Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

Formidable Asset 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	–	Sell	-12,402	Closed	-$619K	–	399
2026 Q1	$619K	Sell	12,402 -781	-6%	-$41.4K	0.1%	193
2025 Q4	$608K	Sell	13,183 -3,292	-20%	-$156K	0.09%	212
2025 Q3	$706K	Buy	16,475 +1,723	+12%	+$77.1K	0.11%	183
2025 Q2	$581K	Hold	14,752	–	–	0.1%	208
2025 Q1	$581K	Buy	14,752 +1,088	+8%	+$41.5K	0.1%	205
2024 Q4	$485K	Buy	+13,664	New	+$501K	0.08%	230

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

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Formidable Asset Management's DFIV Position: Q2 2026 in Review

Formidable Asset Management sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 12,402 shares — an estimated $619K sold.

Formidable Asset Management first reported a position in DFIV in Q4 2024 and held it in 6 quarters. The position peaked at $706K in Q3 2025. 901 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Formidable Asset Management reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
Formidable Asset Management sold 12,402 Dimensional International Value ETF shares in Q2 2026, an estimated $619K.
Formidable Asset Management first reported a position in Dimensional International Value ETF in Q4 2024 and held it in 6 quarters.
Formidable Asset Management's Dimensional International Value ETF position peaked at $706K in Q3 2025.
901 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.