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

KDK Private 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
2026 Q2	$305K	Hold	5,641	–	–	0.25%	48
2026 Q1	$298K	Hold	5,641	–	–	0.27%	46
2025 Q4	$281K	Hold	5,641	–	–	0.25%	56
2025 Q3	$260K	Hold	5,641	–	–	0.26%	49
2025 Q2	$242K	Hold	5,641	–	–	0.26%	53
2025 Q1	$222K	Hold	5,641	–	–	0.25%	48
2024 Q4	$200K	Buy	+5,641	New	+$207K	0.21%	54

Other funds holding DFIV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

KDK Private Wealth Management's DFIV Position: Q2 2026 in Review

KDK Private Wealth Management held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 5,641 shares worth $305K. The position accounts for 0.25% of the portfolio, ranked #48.

KDK Private Wealth Management first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

KDK Private Wealth Management held 5,641 shares of Dimensional International Value ETF worth $305K as of Q2 2026.
KDK Private Wealth Management left its Dimensional International Value ETF share count unchanged in Q2 2026.
Dimensional International Value ETF made up 0.25% of KDK Private Wealth Management's portfolio in Q2 2026, its #48 holding.
KDK Private Wealth Management first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.