IFWM
DFIV icon

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
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
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