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

HBE 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 		$1.8M Hold
33,401
– – 1.3% 15
2026
Q1 		$1.76M Sell
33,401
-728
-2% -$38.6K 1.54% 15
2025
Q4 		$1.7M Buy
+34,129
New +$1.62M 1.6% 15

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
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
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

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

HBE Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 33,401 shares worth $1.8M. The position accounts for 1.3% of the portfolio, ranked #15.

HBE Wealth Management first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • HBE Wealth Management held 33,401 shares of Dimensional International Value ETF worth $1.8M as of Q2 2026.
  • HBE Wealth Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 1.3% of HBE Wealth Management's portfolio in Q2 2026, its #15 holding.
  • HBE Wealth Management first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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