Interchange Capital Partners’s Dimensional International Value ETF DFIV Stock Holding History

Interchange Capital Partners’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	$902K	Sell	17,095 -36,585	-68%	-$1.94M	0.29%	83
2025 Q4	$2.68M	Hold	53,680	–	–	0.5%	33
2025 Q3	$2.48M	Buy	53,680 +57	+0.1%	+$2.55K	0.49%	36
2025 Q2	$2.3M	Hold	53,623	–	–	0.53%	34
2025 Q1	$2.11M	Buy	+53,623	New	+$2.05M	0.59%	34

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

Interchange Capital Partners's DFIV Position: Q1 2026 in Review

Interchange Capital Partners reduced its Dimensional International Value ETF (DFIV) stake by 68% in Q1 2026, selling an estimated $1.94M and leaving 17,095 shares worth $902K. The position accounts for 0.29% of the portfolio, ranked #83.

Interchange Capital Partners first reported a position in DFIV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q4 2025. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Interchange Capital Partners held 17,095 shares of Dimensional International Value ETF worth $902K as of Q1 2026.
Interchange Capital Partners sold 36,585 Dimensional International Value ETF shares in Q1 2026, an estimated $1.94M.
Dimensional International Value ETF made up 0.29% of Interchange Capital Partners's portfolio in Q1 2026, its #83 holding.
Interchange Capital Partners first reported a position in Dimensional International Value ETF in Q1 2025 and has held it in 5 quarters since.
Interchange Capital Partners's Dimensional International Value ETF position peaked at $2.68M in Q4 2025.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.