IWA
DFIV icon

Icon Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Icon Wealth Advisors’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
2025
Q4 		– Sell
-2,465
Closed -$114K – 430
2025
Q3 		$114K Buy
+2,465
New +$110K 0.01% 482

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Icon Wealth Advisors's DFIV Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 2,465 shares — an estimated $114K sold.

Icon Wealth Advisors first reported a position in DFIV in Q3 2025 and held it in 1 quarter. The position peaked at $114K in Q3 2025. 800 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,465 Dimensional International Value ETF shares in Q4 2025, an estimated $114K.
  • Icon Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 1 quarter.
  • Icon Wealth Advisors's Dimensional International Value ETF position peaked at $114K in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.