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Forum Financial Management’s Dimensional International Value ETF DFIV Stock Holding History

Forum Financial 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 		$20.1M Sell
372,555
-4,177
-1% -$230K 0.26% 22
2026
Q1 		$19.9M Sell
376,732
-6,125
-2% -$325K 0.28% 22
2025
Q4 		$19.1M Sell
382,857
-5,139
-1% -$244K 0.25% 29
2025
Q3 		$17.9M Sell
387,996
-5,140
-1% -$230K 0.24% 29
2025
Q2 		$16.8M Sell
393,136
-9,264
-2% -$377K 0.26% 25
2025
Q1 		$15.8M Sell
402,400
-76,290
-16% -$2.91M 0.26% 26
2024
Q4 		$17M Buy
478,690
+41,418
+9% +$1.52M 0.28% 25
2024
Q3 		$16.7M Sell
437,272
-2,943
-0.7% -$109K 0.28% 26
2024
Q2 		$15.8M Sell
440,215
-10,977
-2% -$404K 0.29% 25
2024
Q1 		$16.6M Sell
451,192
-3,760
-0.8% -$130K 0.28% 25
2023
Q4 		$15.6M Sell
454,952
-13,848
-3% -$452K 0.29% 23
2023
Q3 		$15.3M Sell
468,800
-4,766
-1% -$159K 0.34% 19
2023
Q2 		$15.6M Sell
473,566
-41,945
-8% -$1.38M 0.35% 20
2023
Q1 		$16.6M Sell
515,511
-7,460
-1% -$241K 0.48% 20
2022
Q4 		$15.9M Buy
522,971
+79,061
+18% +$2.29M 0.52% 20
2022
Q3 		$11.4M Buy
443,910
+22,826
+5% +$652K 0.55% 16
2022
Q2 		$12.2M Sell
421,084
-10,858
-3% -$346K 0.61% 10
2022
Q1 		$14.5M Sell
431,942
-505
-0.1% -$17K 0.7% 9
2021
Q4 		$14.2M Buy
+432,447
New +$14.4M 0.73% 9

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 Financial Management's DFIV Position: Q2 2026 in Review

Forum Financial Management reduced its Dimensional International Value ETF (DFIV) stake by 1.1% in Q2 2026, selling an estimated $230K and leaving 372,555 shares worth $20.1M. The position accounts for 0.26% of the portfolio, ranked #22.

Forum Financial Management first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 893 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Forum Financial Management held 372,555 shares of Dimensional International Value ETF worth $20.1M as of Q2 2026.
  • Forum Financial Management sold 4,177 Dimensional International Value ETF shares in Q2 2026, an estimated $230K.
  • Dimensional International Value ETF made up 0.26% of Forum Financial Management's portfolio in Q2 2026, its #22 holding.
  • Forum Financial Management first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 893 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.