FFG
DFIV icon

Forum Finance Group’s Dimensional International Value ETF DFIV Stock Holding History

Forum Finance Group’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 		$78K Hold
1,795
– – 0.03% 203
2026
Q1 		$77K Buy
+1,795
New +$95.1K 0.04% 180

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

Forum Finance Group's DFIV Position: Q2 2026 in Review

Forum Finance Group held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 1,795 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #203.

Forum Finance Group first reported a position in DFIV in Q1 2026 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Forum Finance Group held 1,795 shares of Dimensional International Value ETF worth $78K as of Q2 2026.
  • Forum Finance Group left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #203 holding.
  • Forum Finance Group first reported a position in Dimensional International Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.