JMNC
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J. Mark Nickell & Co’s Dimensional International Value ETF DFIV Stock Holding History

J. Mark Nickell & Co’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 		$8.22M Buy
152,164
+3,781
+3% +$208K 6.56% 6
2026
Q1 		$7.83M Sell
148,383
-1,739
-1% -$92.2K 7.07% 6
2025
Q4 		$7.49M Buy
+150,122
New +$7.13M 6.92% 6

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
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
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

J. Mark Nickell & Co's DFIV Position: Q2 2026 in Review

J. Mark Nickell & Co increased its Dimensional International Value ETF (DFIV) stake by 2.5% in Q2 2026, buying an estimated $208K and bringing the position to 152,164 shares worth $8.22M. The position accounts for 6.56% of the portfolio, ranked #6.

J. Mark Nickell & Co first reported a position in DFIV in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • J. Mark Nickell & Co held 152,164 shares of Dimensional International Value ETF worth $8.22M as of Q2 2026.
  • J. Mark Nickell & Co bought 3,781 Dimensional International Value ETF shares in Q2 2026, an estimated $208K.
  • Dimensional International Value ETF made up 6.56% of J. Mark Nickell & Co's portfolio in Q2 2026, its #6 holding.
  • J. Mark Nickell & Co first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.