Ironwood Financial’s Dimensional International Value ETF DFIV Stock Holding History

Ironwood Financial’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	$787K	Hold	14,227	–	–	0.12%	99
2026 Q1	$751K	Hold	14,227	–	–	0.13%	97
2025 Q4	$728K	Hold	14,227	–	–	0.12%	100
2025 Q3	$656K	Hold	14,227	–	–	0.12%	103
2025 Q2	$560K	Hold	14,227	–	–	0.12%	104
2025 Q1	$560K	Sell	14,227 -200	-1%	-$7.63K	0.12%	104
2024 Q4	$512K	Sell	14,427 -5	-0%	-$183	0.11%	106
2024 Q3	$550K	Sell	14,432 -706	-5%	-$26.1K	0.12%	101
2024 Q2	$544K	Sell	15,138 -78	-0.5%	-$2.87K	0.12%	103
2024 Q1	$559K	Hold	15,216	–	–	0.13%	102
2023 Q4	$523K	Sell	15,216 -693	-4%	-$22.6K	0.13%	100
2023 Q3	$519K	Hold	15,909	–	–	0.14%	89
2023 Q2	$523K	Hold	15,909	–	–	0.14%	92
2023 Q1	$513K	Hold	15,909	–	–	0.14%	93
2022 Q4	$484K	Hold	15,909	–	–	0.15%	90
2022 Q3	$410K	Hold	15,909	–	–	0.14%	82
2022 Q2	$460K	Buy	+15,909	New	+$507K	0.15%	79
2022 Q1	–	Sell	-16,029	Closed	-$526K	–	129
2021 Q4	$526K	Hold	16,029	–	–	0.14%	81
2021 Q3	$525K	Buy	+16,029	New	+$530K	0.15%	78

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 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ironwood Financial's DFIV Position: Q2 2026 in Review

Ironwood Financial held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 14,227 shares worth $787K. The position accounts for 0.12% of the portfolio, ranked #99.

Ironwood Financial first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Ironwood Financial held 14,227 shares of Dimensional International Value ETF worth $787K as of Q2 2026.
Ironwood Financial left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.12% of Ironwood Financial's portfolio in Q2 2026, its #99 holding.
Ironwood Financial first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.