FWM
DFIV icon

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

Fortress 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
2025
Q3 		$16.7M Buy
361,963
+20,614
+6% +$922K 7.42% 3
2025
Q2 		$14.6M Buy
341,349
+12,595
+4% +$513K 7.05% 5
2025
Q1 		$12.9M Sell
328,754
-30,785
-9% -$1.17M 6.72% 5
2024
Q4 		$12.8M Buy
359,539
+19,530
+6% +$716K 6.19% 4
2024
Q3 		$12.9M Buy
340,009
+9,396
+3% +$348K 6.47% 4
2024
Q2 		$11.9M Buy
330,613
+9,948
+3% +$366K 6.08% 3
2024
Q1 		$11.8M Buy
320,665
+13,116
+4% +$455K 6.07% 4
2023
Q4 		$10.6M Sell
307,549
-74,032
-19% -$2.42M 5.76% 4
2023
Q3 		$12.4M Buy
381,581
+5,642
+2% +$188K 8.05% 3
2023
Q2 		$12.3M Buy
375,939
+39,130
+12% +$1.29M 7.99% 3
2023
Q1 		$10.9M Buy
336,809
+57,842
+21% +$1.87M 7.61% 3
2022
Q4 		$8.48M Buy
278,967
+37,706
+16% +$1.09M 7.05% 3
2022
Q3 		$6.21M Buy
241,261
+70,228
+41% +$2.01M 6.31% 4
2022
Q2 		$4.94M Buy
171,033
+126,859
+287% +$4.04M 4.64% 4
2022
Q1 		$1.48M Buy
44,174
+26,098
+144% +$881K 1.13% 25
2021
Q4 		$593K Buy
+18,076
New +$600K 0.45% 30

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fortress Wealth Management's DFIV Position: Q3 2025 in Review

Fortress Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 6% in Q3 2025, buying an estimated $922K and bringing the position to 361,963 shares worth $16.7M. The position accounts for 7.42% of the portfolio, ranked #3.

Fortress Wealth Management first reported a position in DFIV in Q4 2021 and has held it in 16 quarters since. 720 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • Fortress Wealth Management held 361,963 shares of Dimensional International Value ETF worth $16.7M as of Q3 2025.
  • Fortress Wealth Management bought 20,614 Dimensional International Value ETF shares in Q3 2025, an estimated $922K.
  • Dimensional International Value ETF made up 7.42% of Fortress Wealth Management's portfolio in Q3 2025, its #3 holding.
  • Fortress Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 720 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.