Jones Financial Companies
DFIV icon

Jones Financial Companies’s Dimensional International Value ETF DFIV Stock Holding History

Jones Financial Companies’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 		$188M Buy
3,479,895
+832,291
+31% +$45.7M 0.08% 132
2026
Q1 		$136M Buy
2,647,604
+863,679
+48% +$45.8M 0.07% 158
2025
Q4 		$89M Buy
1,783,925
+414,104
+30% +$19.7M 0.05% 113
2025
Q3 		$63.2M Buy
1,369,821
+372,397
+37% +$16.7M 0.04% 133
2025
Q2 		$42.7M Buy
997,424
+314,777
+46% +$12.8M 0.03% 161
2025
Q1 		$27.1M Buy
682,647
+260,959
+62% +$9.96M 0.02% 174
2024
Q4 		$15M Buy
421,688
+188,193
+81% +$6.9M 0.01% 204
2024
Q3 		$8.92M Buy
233,495
+143,765
+160% +$5.32M 0.01% 221
2024
Q2 		$3.22M Buy
89,730
+68,378
+320% +$2.52M ﹤0.01% 254
2024
Q1 		$785K Buy
21,352
+18,249
+588% +$632K ﹤0.01% 287
2023
Q4 		$107K Buy
+3,103
New +$101K ﹤0.01% 392

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

Jones Financial Companies's DFIV Position: Q2 2026 in Review

Jones Financial Companies increased its Dimensional International Value ETF (DFIV) stake by 31% in Q2 2026, buying an estimated $45.7M and bringing the position to 3,479,895 shares worth $188M. The position accounts for 0.08% of the portfolio, ranked #132.

Jones Financial Companies first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Jones Financial Companies held 3,479,895 shares of Dimensional International Value ETF worth $188M as of Q2 2026.
  • Jones Financial Companies bought 832,291 Dimensional International Value ETF shares in Q2 2026, an estimated $45.7M.
  • Dimensional International Value ETF made up 0.08% of Jones Financial Companies's portfolio in Q2 2026, its #132 holding.
  • Jones Financial Companies first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.