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Marshall Investment Management’s Dimensional International Value ETF DFIV Stock Holding History

Marshall Investment 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 		– Sell
-177
Closed -$9.34K – 506
2026
Q1 		$9.34K Buy
+177
New +$9.38K ﹤0.01% 195

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
Envestnet Asset Management
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

Marshall Investment Management's DFIV Position: Q2 2026 in Review

Marshall Investment Management sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 177 shares — an estimated $9.34K sold.

Marshall Investment Management first reported a position in DFIV in Q1 2026 and held it in 1 quarter. The position peaked at $9.34K in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Marshall Investment Management reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall Investment Management sold 177 Dimensional International Value ETF shares in Q2 2026, an estimated $9.34K.
  • Marshall Investment Management first reported a position in Dimensional International Value ETF in Q1 2026 and held it in 1 quarter.
  • Marshall Investment Management's Dimensional International Value ETF position peaked at $9.34K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.