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Marcum Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Marcum 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
2025
Q1 		$1M Buy
25,479
+68
+0.3% +$2.6K 0.09% 114
2024
Q4 		$902K Buy
25,411
+191
+0.8% +$7K 0.08% 125
2024
Q3 		$960K Buy
25,220
+118
+0.5% +$4.37K 0.09% 116
2024
Q2 		$902K Buy
25,102
+368
+1% +$13.6K 0.09% 113
2024
Q1 		$909K Buy
24,734
+43
+0.2% +$1.49K 0.09% 112
2023
Q4 		$848K Buy
24,691
+180
+0.7% +$5.87K 0.09% 115
2023
Q3 		$800K Buy
24,511
+165
+0.7% +$5.5K 0.1% 111
2023
Q2 		$800K Buy
24,346
+335
+1% +$11K 0.09% 114
2023
Q1 		$774K Buy
24,011
+83
+0.3% +$2.68K 0.1% 122
2022
Q4 		$727K Buy
23,928
+175
+0.7% +$5.08K 0.1% 124
2022
Q3 		$612K Buy
23,753
+95
+0.4% +$2.71K 0.09% 137
2022
Q2 		$683K Buy
+23,658
New +$754K 0.1% 122

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marcum Wealth's DFIV Position: Q1 2025 in Review

Marcum Wealth increased its Dimensional International Value ETF (DFIV) stake by 0.27% in Q1 2025, buying an estimated $2.6K and bringing the position to 25,479 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #114.

Marcum Wealth first reported a position in DFIV in Q2 2022 and has held it in 12 quarters since. 642 funds tracked by Wall St. Rank hold DFIV as of Q1 2025.

  • Marcum Wealth held 25,479 shares of Dimensional International Value ETF worth $1M as of Q1 2025.
  • Marcum Wealth bought 68 Dimensional International Value ETF shares in Q1 2025, an estimated $2.6K.
  • Dimensional International Value ETF made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #114 holding.
  • Marcum Wealth first reported a position in Dimensional International Value ETF in Q2 2022 and has held it in 12 quarters since.
  • 642 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.