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

Forteris 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 		$3.77M Buy
69,788
+315
+0.5% +$17.3K 3.08% 12
2026
Q1 		$3.67M Buy
69,473
+1,836
+3% +$97.3K 3.51% 8
2025
Q4 		$3.38M Buy
+67,637
New +$3.21M 3.32% 10

Other funds holding DFIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Forteris Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 0.45% in Q2 2026, buying an estimated $17.3K and bringing the position to 69,788 shares worth $3.77M. The position accounts for 3.08% of the portfolio, ranked #12.

Forteris Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Forteris Wealth Management held 69,788 shares of Dimensional International Value ETF worth $3.77M as of Q2 2026.
  • Forteris Wealth Management bought 315 Dimensional International Value ETF shares in Q2 2026, an estimated $17.3K.
  • Dimensional International Value ETF made up 3.08% of Forteris Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Forteris Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.