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

Institute for 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	$571K	Sell	10,571 -31	-0.3%	-$1.7K	0.05%	298
2026 Q1	$560K	Buy	10,602 +31	+0.3%	+$1.64K	0.06%	292
2025 Q4	$527K	Hold	10,571	–	–	0.06%	307
2025 Q3	$488K	Buy	10,571 +19	+0.2%	+$850	0.05%	330
2025 Q2	$452K	Hold	10,552	–	–	0.05%	333
2025 Q1	$415K	Hold	10,552	–	–	0.05%	333
2024 Q4	$374K	Hold	10,552	–	–	0.05%	351
2024 Q3	$402K	Hold	10,552	–	–	0.05%	345
2024 Q2	$379K	Hold	10,552	–	–	0.05%	338
2024 Q1	$388K	Buy	+10,552	New	+$366K	0.05%	334

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 22.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Institute for Wealth Management's DFIV Position: Q2 2026 in Review

Institute for Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.29% in Q2 2026, selling an estimated $1.7K and leaving 10,571 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #298.

Institute for Wealth Management first reported a position in DFIV in Q1 2024 and has held it in 10 quarters since. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Institute for Wealth Management held 10,571 shares of Dimensional International Value ETF worth $571K as of Q2 2026.
Institute for Wealth Management sold 31 Dimensional International Value ETF shares in Q2 2026, an estimated $1.7K.
Dimensional International Value ETF made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #298 holding.
Institute for Wealth Management first reported a position in Dimensional International Value ETF in Q1 2024 and has held it in 10 quarters since.
898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.