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Martin Worley Group’s Dimensional International Value ETF DFIV Stock Holding History

Martin Worley Group’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
Q2 		$3.51M Buy
81,944
+8,830
+12% +$360K 1.72% 20
2025
Q1 		$2.88M Buy
73,114
+7,716
+12% +$294K 1.64% 22
2024
Q4 		$2.32M Buy
+65,398
New +$2.4M 1.45% 24

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
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

Martin Worley Group's DFIV Position: Q2 2025 in Review

Martin Worley Group increased its Dimensional International Value ETF (DFIV) stake by 12% in Q2 2025, buying an estimated $360K and bringing the position to 81,944 shares worth $3.51M. The position accounts for 1.72% of the portfolio, ranked #20.

Martin Worley Group first reported a position in DFIV in Q4 2024 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

  • Martin Worley Group held 81,944 shares of Dimensional International Value ETF worth $3.51M as of Q2 2025.
  • Martin Worley Group bought 8,830 Dimensional International Value ETF shares in Q2 2025, an estimated $360K.
  • Dimensional International Value ETF made up 1.72% of Martin Worley Group's portfolio in Q2 2025, its #20 holding.
  • Martin Worley Group first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.