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

HB 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	$4.11M	Buy	76,013 +55,042	+262%	+$3.02M	0.02%	313
2026 Q1	$1.11M	Buy	20,971 +8,338	+66%	+$442K	0.01%	622
2025 Q4	$630K	Hold	12,633	–	–	﹤0.01%	801
2025 Q3	$583K	Buy	12,633 +2,339	+23%	+$105K	﹤0.01%	795
2025 Q2	$441K	Buy	+10,294	New	+$419K	﹤0.01%	790

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 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HB Wealth Management's DFIV Position: Q2 2026 in Review

HB Wealth Management increased its Dimensional International Value ETF (DFIV) stake by 262% in Q2 2026, buying an estimated $3.02M and bringing the position to 76,013 shares worth $4.11M. The position accounts for 0.02% of the portfolio, ranked #313.

HB Wealth Management first reported a position in DFIV in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

HB Wealth Management held 76,013 shares of Dimensional International Value ETF worth $4.11M as of Q2 2026.
HB Wealth Management bought 55,042 Dimensional International Value ETF shares in Q2 2026, an estimated $3.02M.
Dimensional International Value ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #313 holding.
HB Wealth Management first reported a position in Dimensional International Value ETF in Q2 2025 and has held it in 5 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.