Klingman & Associates’s Dimensional International Value ETF DFIV Stock Holding History

Klingman & Associates’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	$3.51M	Buy	66,457 +90	+0.1%	+$4.77K	0.17%	58
2025 Q4	$3.31M	Buy	66,367 +56,646	+583%	+$2.69M	0.16%	60
2025 Q3	$448K	Hold	9,721	–	–	0.02%	203
2025 Q2	$416K	Hold	9,721	–	–	0.02%	193
2025 Q1	$383K	Hold	9,721	–	–	0.02%	190
2024 Q4	$345K	Hold	9,721	–	–	0.02%	191
2024 Q3	$370K	Hold	9,721	–	–	0.02%	191
2024 Q2	$349K	Hold	9,721	–	–	0.02%	176
2024 Q1	$357K	Hold	9,721	–	–	0.02%	178
2023 Q4	$334K	Hold	9,721	–	–	0.02%	176
2023 Q3	$317K	Hold	9,721	–	–	0.03%	171
2023 Q2	$319K	Hold	9,721	–	–	0.03%	166
2023 Q1	$313K	Hold	9,721	–	–	0.03%	152
2022 Q4	$296K	Hold	9,721	–	–	0.03%	158
2022 Q3	$250K	Hold	9,721	–	–	0.02%	159
2022 Q2	$281K	Hold	9,721	–	–	0.03%	153
2022 Q1	$325K	Hold	9,721	–	–	0.03%	154
2021 Q4	$319K	Hold	9,721	–	–	0.03%	140
2021 Q3	$318K	Buy	+9,721	New	+$321K	0.03%	130

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Klingman & Associates's DFIV Position: Q1 2026 in Review

Klingman & Associates increased its Dimensional International Value ETF (DFIV) stake by 0.14% in Q1 2026, buying an estimated $4.77K and bringing the position to 66,457 shares worth $3.51M. The position accounts for 0.17% of the portfolio, ranked #58.

Klingman & Associates first reported a position in DFIV in Q3 2021 and has held it in 19 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Klingman & Associates held 66,457 shares of Dimensional International Value ETF worth $3.51M as of Q1 2026.
Klingman & Associates bought 90 Dimensional International Value ETF shares in Q1 2026, an estimated $4.77K.
Dimensional International Value ETF made up 0.17% of Klingman & Associates's portfolio in Q1 2026, its #58 holding.
Klingman & Associates first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 19 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.