FIM
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Freedom Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Freedom Investment 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 		$2.27M Sell
42,025
-451
-1% -$24.8K 0.63% 24
2026
Q1 		$2.24M Sell
42,476
-836
-2% -$44.3K 0.67% 22
2025
Q4 		$2.16M Sell
43,312
-40
-0.1% -$1.9K 0.63% 22
2025
Q3 		$2M Sell
43,352
-18,408
-30% -$824K 0.53% 25
2025
Q2 		$2.65M Buy
61,760
+1,097
+2% +$44.7K 0.21% 79
2025
Q1 		$2.39M Sell
60,663
-950
-2% -$36.3K 0.2% 81
2024
Q4 		$2.19M Buy
61,613
+707
+1% +$25.9K 0.18% 87
2024
Q3 		$2.32M Sell
60,906
-2,909
-5% -$108K 0.18% 90
2024
Q2 		$2.29M Buy
63,815
+1,014
+2% +$37.3K 0.19% 91
2024
Q1 		$2.31M Sell
62,801
-584
-0.9% -$20.2K 0.19% 98
2023
Q4 		$2.18M Buy
+63,385
New +$2.07M 0.18% 105

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

Freedom Investment Management's DFIV Position: Q2 2026 in Review

Freedom Investment Management reduced its Dimensional International Value ETF (DFIV) stake by 1.1% in Q2 2026, selling an estimated $24.8K and leaving 42,025 shares worth $2.27M. The position accounts for 0.63% of the portfolio, ranked #24.

Freedom Investment Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q2 2025. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Freedom Investment Management held 42,025 shares of Dimensional International Value ETF worth $2.27M as of Q2 2026.
  • Freedom Investment Management sold 451 Dimensional International Value ETF shares in Q2 2026, an estimated $24.8K.
  • Dimensional International Value ETF made up 0.63% of Freedom Investment Management's portfolio in Q2 2026, its #24 holding.
  • Freedom Investment Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Freedom Investment Management's Dimensional International Value ETF position peaked at $2.65M in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.