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

Granite Bay 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 Q2	$274K	Hold	5,073	–	–	0.03%	144
2026 Q1	$268K	Hold	5,073	–	–	0.06%	77
2025 Q4	$253K	Hold	5,073	–	–	0.06%	78
2025 Q3	$234K	Buy	+5,073	New	+$227K	0.06%	72

Other funds holding DFIV

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

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

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

FPAS

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Granite Bay Wealth Management's DFIV Position: Q2 2026 in Review

Granite Bay Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 5,073 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #144.

Granite Bay Wealth Management first reported a position in DFIV in Q3 2025 and has held it in 4 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Granite Bay Wealth Management held 5,073 shares of Dimensional International Value ETF worth $274K as of Q2 2026.
Granite Bay Wealth Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.03% of Granite Bay Wealth Management's portfolio in Q2 2026, its #144 holding.
Granite Bay Wealth Management first reported a position in Dimensional International Value ETF in Q3 2025 and has held it in 4 quarters since.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.