Jim Simons’s Dimensional International Value ETF DFIV Stock Holding History

Jim Simons’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	$681K	Buy	+12,900	New	+$684K	﹤0.01%	2461
2025 Q3	–	Sell	-40,400	Closed	-$1.73M	–	3583
2025 Q2	$1.73M	Sell	40,400 -26,300	-39%	-$1.07M	﹤0.01%	2205
2025 Q1	$2.63M	Buy	+66,700	New	+$2.55M	﹤0.01%	1829
2024 Q3	–	Sell	-12,554	Closed	-$451K	–	3600
2024 Q2	$451K	Sell	12,554 -30,146	-71%	-$1.11M	﹤0.01%	2741
2024 Q1	$1.57M	Sell	42,700 -38,000	-47%	-$1.32M	﹤0.01%	2185
2023 Q4	$2.77M	Buy	80,700 +71,900	+817%	+$2.35M	﹤0.01%	1739
2023 Q3	$287K	Sell	8,800 -37,600	-81%	-$1.25M	﹤0.01%	2946
2023 Q2	$1.52M	Buy	+46,400	New	+$1.52M	﹤0.01%	2183
2023 Q1	–	Sell	-9,300	Closed	-$283K	–	4048
2022 Q4	$283K	Buy	+9,300	New	+$270K	﹤0.01%	3245

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's DFIV Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional International Value ETF (DFIV) in Q1 2026: 12,900 shares worth $681K. The stake represents ﹤0.01% of the portfolio and ranks #2461 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFIV as recently as Q2 2025.

Jim Simons first reported a position in DFIV in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.77M in Q4 2023. 851 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Jim Simons held 12,900 shares of Dimensional International Value ETF worth $681K as of Q1 2026.
Dimensional International Value ETF was a new Jim Simons position in Q1 2026.
Dimensional International Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2461 holding.
Jim Simons first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 9 quarters since.
Jim Simons's Dimensional International Value ETF position peaked at $2.77M in Q4 2023.
851 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.