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GWN Securities’s Dimensional International Value ETF DFIV Stock Holding History

GWN Securities’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 		$1M Sell
19,033
-310
-2% -$16.4K 0.19% 129
2025
Q4 		$965K Buy
19,343
+2,760
+17% +$131K 0.2% 124
2025
Q3 		$765K Buy
16,583
+2,344
+16% +$105K 0.18% 143
2025
Q2 		$610K Buy
14,239
+3,839
+37% +$156K 0.11% 179
2025
Q1 		$409K Buy
+10,400
New +$397K 0.02% 511

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

GWN Securities's DFIV Position: Q1 2026 in Review

GWN Securities reduced its Dimensional International Value ETF (DFIV) stake by 1.6% in Q1 2026, selling an estimated $16.4K and leaving 19,033 shares worth $1M. The position accounts for 0.19% of the portfolio, ranked #129.

GWN Securities first reported a position in DFIV in Q1 2025 and has held it in 5 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • GWN Securities held 19,033 shares of Dimensional International Value ETF worth $1M as of Q1 2026.
  • GWN Securities sold 310 Dimensional International Value ETF shares in Q1 2026, an estimated $16.4K.
  • Dimensional International Value ETF made up 0.19% of GWN Securities's portfolio in Q1 2026, its #129 holding.
  • GWN Securities first reported a position in Dimensional International Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.