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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
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

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. 894 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.
  • 894 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.