Forthright Family Wealth Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Forthright Family Wealth Advisory’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	-11,736	Closed	-$431K	–	64
2026 Q1	$431K	Buy	+11,736	New	+$622K	0.29%	43
2024 Q3	–	Sell	-10,003	Closed	-$360K	–	66
2024 Q2	$360K	Sell	10,003 -1,733	-15%	-$63.8K	0.23%	49
2024 Q1	$431K	Sell	11,736 -642	-5%	-$22.3K	0.29%	43
2023 Q4	$425K	Buy	+12,378	New	+$404K	0.33%	36

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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 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

Forthright Family Wealth Advisory's DFIV Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 11,736 shares — an estimated $431K sold.

Forthright Family Wealth Advisory first reported a position in DFIV in Q4 2023 and held it in 4 quarters. The position peaked at $431K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 11,736 Dimensional International Value ETF shares in Q2 2026, an estimated $431K.
Forthright Family Wealth Advisory first reported a position in Dimensional International Value ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's Dimensional International Value ETF position peaked at $431K in Q1 2026.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.