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Heritage Wealth Management (Texas)’s Dimensional International Value ETF DFIV Stock Holding History

Heritage Wealth Management (Texas)’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 		$1.62M Buy
30,743
+89
+0.3% +$4.72K 0.69% 14
2025
Q4 		$1.53M Sell
30,654
-212
-0.7% -$10.1K 0.66% 15
2025
Q3 		$1.42M Buy
30,866
+36
+0.1% +$1.61K 0.63% 15
2025
Q2 		$1.32M Sell
30,830
-5,553
-15% -$226K 0.66% 15
2025
Q1 		$1.43M Sell
36,383
-5,636
-13% -$215K 0.83% 13
2024
Q4 		$1.49M Sell
42,019
-1,079
-3% -$39.6K 0.88% 13
2024
Q3 		$1.64M Sell
43,098
-7,260
-14% -$269K 0.95% 13
2024
Q2 		$1.81M Buy
50,358
+576
+1% +$21.2K 1.13% 12
2024
Q1 		$1.83M Sell
49,782
-4,471
-8% -$155K 1.19% 12
2023
Q4 		$1.86M Buy
54,253
+309
+0.6% +$10.1K 1.31% 12
2023
Q3 		$1.76M Buy
53,944
+100
+0.2% +$3.33K 1.6% 10
2023
Q2 		$1.77M Buy
53,844
+562
+1% +$18.5K 1.57% 10
2023
Q1 		$1.72M Sell
53,282
-2,365
-4% -$76.3K 1.65% 10
2022
Q4 		$1.69M Buy
+55,647
New +$1.62M 1.72% 10

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

Heritage Wealth Management (Texas)'s DFIV Position: Q1 2026 in Review

Heritage Wealth Management (Texas) increased its Dimensional International Value ETF (DFIV) stake by 0.29% in Q1 2026, buying an estimated $4.72K and bringing the position to 30,743 shares worth $1.62M. The position accounts for 0.69% of the portfolio, ranked #14.

Heritage Wealth Management (Texas) first reported a position in DFIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2023. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Heritage Wealth Management (Texas) held 30,743 shares of Dimensional International Value ETF worth $1.62M as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 89 Dimensional International Value ETF shares in Q1 2026, an estimated $4.72K.
  • Dimensional International Value ETF made up 0.69% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #14 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Heritage Wealth Management (Texas)'s Dimensional International Value ETF position peaked at $1.86M in Q4 2023.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.