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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Freedom Investment Management's DFIV Position: Q1 2026 in Review

Freedom Investment Management reduced its Dimensional International Value ETF (DFIV) stake by 1.9% in Q1 2026, selling an estimated $44.3K and leaving 42,476 shares worth $2.24M. The position accounts for 0.67% of the portfolio, ranked #22.

Freedom Investment Management first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.65M in Q2 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Freedom Investment Management held 42,476 shares of Dimensional International Value ETF worth $2.24M as of Q1 2026.
Freedom Investment Management sold 836 Dimensional International Value ETF shares in Q1 2026, an estimated $44.3K.
Dimensional International Value ETF made up 0.67% of Freedom Investment Management's portfolio in Q1 2026, its #22 holding.
Freedom Investment Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's Dimensional International Value ETF position peaked at $2.65M in Q2 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.