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

Grand 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
2025 Q2	–	Sell	-201	Closed	-$7.9K	–	73
2025 Q1	$7.9K	Buy	201 +99	+97%	+$3.78K	﹤0.01%	63
2024 Q4	$3.62K	Buy	+102	New	+$3.74K	﹤0.01%	63
2024 Q2	–	Sell	-737	Closed	-$27.1K	–	63
2024 Q1	$27.1K	Hold	737	–	–	0.01%	62
2023 Q4	$25.3K	Hold	737	–	–	0.01%	65
2023 Q3	$24K	Hold	737	–	–	0.01%	59
2023 Q2	$24.2K	Sell	737 -615	-45%	-$20.2K	0.01%	56
2023 Q1	$43.6K	Hold	1,352	–	–	0.03%	48
2022 Q4	$41.1K	Hold	1,352	–	–	0.03%	47
2022 Q3	$35K	Hold	1,352	–	–	0.02%	47
2022 Q2	$39K	Hold	1,352	–	–	0.02%	49
2022 Q1	$45K	Sell	1,352 -420	-24%	-$14.2K	0.02%	46
2021 Q4	$58K	Buy	+1,772	New	+$58.8K	0.03%	44

Other funds holding DFIV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FPAS

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Grand Wealth Management's DFIV Position: Q2 2025 in Review

Grand Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 201 shares — an estimated $7.9K sold.

Grand Wealth Management first reported a position in DFIV in Q4 2021 and held it in 12 quarters. The position peaked at $58K in Q4 2021. 691 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

Grand Wealth Management reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
Grand Wealth Management sold 201 Dimensional International Value ETF shares in Q2 2025, an estimated $7.9K.
Grand Wealth Management first reported a position in Dimensional International Value ETF in Q4 2021 and held it in 12 quarters.
Grand Wealth Management's Dimensional International Value ETF position peaked at $58K in Q4 2021.
691 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Grand Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.