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JPL Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

JPL Wealth Management’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
2025
Q4 		– Sell
-1,643
Closed -$75.8K – 372
2025
Q3 		$75.8K Buy
+1,643
New +$73.5K 0.02% 199

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

JPL Wealth Management's DFIV Position: Q4 2025 in Review

JPL Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q4 2025, closing a stake of 1,643 shares — an estimated $75.8K sold.

JPL Wealth Management first reported a position in DFIV in Q3 2025 and held it in 1 quarter. The position peaked at $75.8K in Q3 2025. 804 funds tracked by Wall St. Rank hold DFIV as of Q4 2025.

  • JPL Wealth Management reported no remaining Dimensional International Value ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 1,643 Dimensional International Value ETF shares in Q4 2025, an estimated $75.8K.
  • JPL Wealth Management first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's Dimensional International Value ETF position peaked at $75.8K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.