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Geneos Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Geneos Wealth 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 		$1.49M Buy
28,233
+22,578
+399% +$1.2M 0.03% 410
2025
Q4 		$282K Buy
5,655
+3,350
+145% +$159K 0.01% 819
2025
Q3 		$106K Hold
2,305
– – ﹤0.01% 1098
2025
Q2 		$98.7K Sell
2,305
-2,305
-50% -$93.9K ﹤0.01% 1260
2025
Q1 		$181K Buy
4,610
+2,305
+100% +$88K ﹤0.01% 1274
2024
Q4 		$81.8K Hold
2,305
– – ﹤0.01% 1136
2024
Q3 		$87.8K Hold
2,305
– – ﹤0.01% 1001
2024
Q2 		$82.8K Hold
2,305
– – ﹤0.01% 921
2024
Q1 		$84.7K Sell
2,305
-399
-15% -$13.8K ﹤0.01% 896
2023
Q4 		$92.9K Hold
2,704
– – ﹤0.01% 861
2023
Q3 		$88.2K Hold
2,704
– – ﹤0.01% 905
2023
Q2 		$88.8K Hold
2,704
– – ﹤0.01% 910
2023
Q1 		$87.2K Hold
2,704
– – 0.01% 886
2022
Q4 		$82.2K Hold
2,704
– – 0.01% 883
2022
Q3 		$69K Sell
2,704
-350
-11% -$10K ﹤0.01% 922
2022
Q2 		$88K Hold
3,054
– – ﹤0.01% 1050
2022
Q1 		$102K Buy
+3,054
New +$103K ﹤0.01% 1086

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

Geneos Wealth Management's DFIV Position: Q1 2026 in Review

Geneos Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 399% in Q1 2026, buying an estimated $1.2M and bringing the position to 28,233 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #410.

Geneos Wealth Management first reported a position in DFIV in Q1 2022 and has held it in 17 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Geneos Wealth Management held 28,233 shares of Dimensional International Value ETF worth $1.49M as of Q1 2026.
  • Geneos Wealth Management bought 22,578 Dimensional International Value ETF shares in Q1 2026, an estimated $1.2M.
  • Dimensional International Value ETF made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #410 holding.
  • Geneos Wealth Management first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.