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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
Q2 		$36.5M Sell
674,823
-9,395
-1% -$516K 0.61% 24
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 $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

Forvis Mazars Wealth Advisors's DFIV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional International Value ETF (DFIV) stake by 1.4% in Q2 2026, selling an estimated $516K and leaving 674,823 shares worth $36.5M. The position accounts for 0.61% of the portfolio, ranked #24.

Forvis Mazars Wealth Advisors first reported a position in DFIV in Q2 2022 and has held it in 17 quarters since. 895 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 674,823 shares of Dimensional International Value ETF worth $36.5M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 9,395 Dimensional International Value ETF shares in Q2 2026, an estimated $516K.
  • Dimensional International Value ETF made up 0.61% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 895 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.