Gerber Kawasaki Wealth & Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Gerber Kawasaki Wealth & 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	$508K	Buy	9,397 +208	+2%	+$11.4K	0.01%	232
2026 Q1	$485K	Sell	9,189 -140	-2%	-$7.42K	0.02%	222
2025 Q4	$466K	Buy	9,329 +202	+2%	+$9.6K	0.02%	231
2025 Q3	$421K	Buy	9,127 +40	+0.4%	+$1.79K	0.01%	237
2025 Q2	$389K	Buy	9,087 +698	+8%	+$28.4K	0.02%	227
2025 Q1	$330K	Buy	8,389 +30	+0.4%	+$1.15K	0.01%	233
2024 Q4	$297K	Sell	8,359 -5,026	-38%	-$184K	0.01%	236
2024 Q3	$510K	Buy	13,385 +4,079	+44%	+$151K	0.02%	182
2024 Q2	$334K	Buy	9,306 +1,081	+13%	+$39.8K	0.02%	210
2024 Q1	$302K	Hold	8,225	–	–	0.02%	223
2023 Q4	$283K	Buy	+8,225	New	+$268K	0.02%	210

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFIV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Dimensional International Value ETF (DFIV) stake by 2.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 9,397 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #232.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $510K in Q3 2024. 752 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 9,397 shares of Dimensional International Value ETF worth $508K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 208 Dimensional International Value ETF shares in Q2 2026, an estimated $11.4K.
Dimensional International Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #232 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
Gerber Kawasaki Wealth & Investment Management's Dimensional International Value ETF position peaked at $510K in Q3 2024.
752 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.