GWM
DFIV icon

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return