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Journey Strategic Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Journey Strategic Wealth’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 		$277K Buy
5,251
+742
+16% +$39.3K 0.01% 585
2025
Q4 		$225K Sell
4,509
-1,209
-21% -$57.5K 0.01% 655
2025
Q3 		$264K Sell
5,718
-4,164
-42% -$186K 0.01% 537
2025
Q2 		$423K Sell
9,882
-942
-9% -$38.4K 0.01% 332
2025
Q1 		$426K Sell
10,824
-8,838
-45% -$337K 0.01% 261
2024
Q4 		$698K Sell
19,662
-30,851
-61% -$1.13M 0.03% 168
2024
Q3 		$1.92M Buy
+50,513
New +$1.87M 0.07% 75

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Journey Strategic Wealth's DFIV Position: Q1 2026 in Review

Journey Strategic Wealth increased its Dimensional International Value ETF (DFIV) stake by 16% in Q1 2026, buying an estimated $39.3K and bringing the position to 5,251 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #585.

Journey Strategic Wealth first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q3 2024. 853 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Journey Strategic Wealth held 5,251 shares of Dimensional International Value ETF worth $277K as of Q1 2026.
  • Journey Strategic Wealth bought 742 Dimensional International Value ETF shares in Q1 2026, an estimated $39.3K.
  • Dimensional International Value ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #585 holding.
  • Journey Strategic Wealth first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Dimensional International Value ETF position peaked at $1.92M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.