IEQ Capital’s Dimensional International Value ETF DFIV Stock Holding History

IEQ Capital’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	$731K	Sell	13,848 -1,481	-10%	-$78.5K	﹤0.01%	1142
2025 Q4	$765K	Buy	15,329 +142	+0.9%	+$6.75K	﹤0.01%	1140
2025 Q3	$700K	Buy	15,187 +2,860	+23%	+$128K	﹤0.01%	1155
2025 Q2	$528K	Buy	12,327 +1,695	+16%	+$69K	﹤0.01%	1138
2025 Q1	$418K	Hold	10,632	–	–	﹤0.01%	1047
2024 Q4	$377K	Hold	10,632	–	–	﹤0.01%	940
2024 Q3	$405K	Hold	10,632	–	–	0.01%	826
2024 Q2	$382K	Buy	+10,632	New	+$392K	0.01%	735

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IEQ Capital's DFIV Position: Q1 2026 in Review

IEQ Capital reduced its Dimensional International Value ETF (DFIV) stake by 9.7% in Q1 2026, selling an estimated $78.5K and leaving 13,848 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

IEQ Capital first reported a position in DFIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $765K in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

IEQ Capital held 13,848 shares of Dimensional International Value ETF worth $731K as of Q1 2026.
IEQ Capital sold 1,481 Dimensional International Value ETF shares in Q1 2026, an estimated $78.5K.
Dimensional International Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1142 holding.
IEQ Capital first reported a position in Dimensional International Value ETF in Q2 2024 and has held it in 8 quarters since.
IEQ Capital's Dimensional International Value ETF position peaked at $765K in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.