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Forvis Mazars Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Forvis Mazars Wealth Advisors’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
Q1 		$36.1M Sell
684,218
-4,809
-0.7% -$255K 0.69% 23
2025
Q4 		$34.4M Sell
689,027
-5,897
-0.8% -$280K 0.65% 25
2025
Q3 		$32M Sell
694,924
-7,119
-1% -$318K 0.64% 28
2025
Q2 		$30.1M Sell
702,043
-28,493
-4% -$1.16M 0.65% 28
2025
Q1 		$28.8M Sell
730,536
-87,768
-11% -$3.35M 0.69% 26
2024
Q4 		$29M Sell
818,304
-14,939
-2% -$548K 0.67% 27
2024
Q3 		$31.7M Sell
833,243
-20,658
-2% -$764K 0.73% 26
2024
Q2 		$30.7M Buy
853,901
+3,142
+0.4% +$116K 0.77% 26
2024
Q1 		$31.3M Buy
850,759
+3,511
+0.4% +$122K 0.79% 25
2023
Q4 		$29.1M Sell
847,248
-1,877
-0.2% -$61.2K 0.81% 23
2023
Q3 		$27.7M Sell
849,125
-11,205
-1% -$373K 0.84% 23
2023
Q2 		$28.3M Buy
860,330
+35,074
+4% +$1.15M 0.83% 23
2023
Q1 		$26.6M Buy
825,256
+16,352
+2% +$528K 0.87% 21
2022
Q4 		$24.6M Buy
808,904
+62,082
+8% +$1.8M 0.86% 22
2022
Q3 		$19.2M Buy
746,822
+54,953
+8% +$1.57M 0.78% 22
2022
Q2 		$20M Buy
+691,869
New +$22.1M 0.81% 21

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFIV Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 0.7% in Q1 2026, selling an estimated $255K and leaving 684,218 shares worth $36.1M. The position accounts for 0.69% of the portfolio, ranked #23.

Forvis Mazars Wealth Advisors first reported a position in DFIV in Q2 2022 and has held it in 16 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 684,218 shares of Dimensional International Value ETF worth $36.1M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 4,809 Dimensional International Value ETF shares in Q1 2026, an estimated $255K.
  • Dimensional International Value ETF made up 0.69% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.